KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.42%
58,454
27
$2.09M 0.42%
35,647
-1,000
28
$2.03M 0.4%
+41,315
29
$2.03M 0.4%
37,236
30
$2M 0.4%
+32,675
31
$1.98M 0.39%
49,684
+40,973
32
$1.96M 0.39%
+48,971
33
$1.95M 0.39%
97,496
+8,988
34
$1.9M 0.38%
+27,582
35
$1.84M 0.37%
27,570
+21,029
36
$1.79M 0.36%
+33,276
37
$1.74M 0.35%
21,363
+12,580
38
$1.72M 0.34%
+58,048
39
$1.72M 0.34%
45,964
+24,894
40
$1.71M 0.34%
+32,443
41
$1.67M 0.33%
+22,178
42
$1.66M 0.33%
+26,017
43
$1.65M 0.33%
30,210
44
$1.6M 0.32%
25,904
+12,120
45
$1.56M 0.31%
+62,538
46
$1.53M 0.31%
33,772
+700
47
$1.5M 0.3%
16,518
+8,468
48
$1.47M 0.29%
19,515
49
$1.39M 0.28%
+15,999
50
$1.36M 0.27%
+32,974
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