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
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.53M
3
+$2.53M
4
CVX icon
Chevron
CVX
+$2.47M
5
T icon
AT&T
T
+$2.18M

Top Sells

1
+$3.77M
2
+$889K
3
+$811K
4
FET icon
Forum Energy Technologies
FET
+$539K
5
PAA icon
Plains All American Pipeline
PAA
+$514K

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
476
$9K ﹤0.01%
+250
477
$9K ﹤0.01%
+244
478
$9K ﹤0.01%
+1,000
479
$9K ﹤0.01%
+125
480
$8K ﹤0.01%
+694
481
$8K ﹤0.01%
+59
482
$8K ﹤0.01%
+101
483
$8K ﹤0.01%
+72
484
$8K ﹤0.01%
+232
485
$8K ﹤0.01%
+72
486
$8K ﹤0.01%
+140
487
$8K ﹤0.01%
+595
488
$8K ﹤0.01%
+128
489
$8K ﹤0.01%
+190
490
$8K ﹤0.01%
+159
491
$8K ﹤0.01%
+296
492
$8K ﹤0.01%
+400
493
$8K ﹤0.01%
+74
494
$7K ﹤0.01%
+210
495
$7K ﹤0.01%
+85
496
$7K ﹤0.01%
+624
497
$7K ﹤0.01%
+91
498
$7K ﹤0.01%
+468
499
$7K ﹤0.01%
+181
500
$6K ﹤0.01%
+150
18 19
20
21 22