KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$1.49M
3
+$1.11M
4
SHPG
Shire pic
SHPG
+$1.06M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

1
+$2.46M
2
+$2.43M
3
+$1.6M
4
COP icon
ConocoPhillips
COP
+$1.21M
5
HCA icon
HCA Healthcare
HCA
+$1.19M

Sector Composition

1 Energy 37.53%
2 Consumer Staples 4.04%
3 Healthcare 3.26%
4 Financials 2.74%
5 Technology 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
1,698
-38
452
$11K ﹤0.01%
331
+90
453
$11K ﹤0.01%
338
454
$11K ﹤0.01%
480
455
$11K ﹤0.01%
250
456
$11K ﹤0.01%
63
457
$10K ﹤0.01%
595
458
$10K ﹤0.01%
+8
459
$10K ﹤0.01%
+571
460
$10K ﹤0.01%
126
+75
461
$10K ﹤0.01%
223
+29
462
$10K ﹤0.01%
88
-4,671
463
$10K ﹤0.01%
471
+120
464
$10K ﹤0.01%
113
+32
465
$10K ﹤0.01%
105
+28
466
$9K ﹤0.01%
643
-17
467
$9K ﹤0.01%
187
+40
468
$9K ﹤0.01%
209
+25
469
$9K ﹤0.01%
250
-53
470
$9K ﹤0.01%
317
-4
471
$9K ﹤0.01%
448
+373
472
$9K ﹤0.01%
228
-7,579
473
$9K ﹤0.01%
+165
474
$9K ﹤0.01%
164
+36
475
$9K ﹤0.01%
124
+69
17 18
19
20 21