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
$514M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.19M
3
+$1.03M
4
J icon
Jacobs Solutions
J
+$953K
5
XOM icon
Exxon Mobil
XOM
+$772K

Top Sells

1
+$1.96M
2
+$731K
3
+$579K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$524K
5
HAL icon
Halliburton
HAL
+$518K

Sector Composition

1 Energy 45.58%
2 Healthcare 4.16%
3 Consumer Staples 3.4%
4 Industrials 3.04%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
934
+240
477
$11K ﹤0.01%
1,000
478
$11K ﹤0.01%
+191
479
$11K ﹤0.01%
625
+558
480
$11K ﹤0.01%
+239
481
$11K ﹤0.01%
595
482
$11K ﹤0.01%
400
483
$11K ﹤0.01%
+88
484
$11K ﹤0.01%
+128
485
$11K ﹤0.01%
89
486
$11K ﹤0.01%
1,147
487
$11K ﹤0.01%
+225
488
$11K ﹤0.01%
+393
489
$11K ﹤0.01%
250
490
$11K ﹤0.01%
228
+25
491
$11K ﹤0.01%
306
+56
492
$11K ﹤0.01%
400
493
$11K ﹤0.01%
154
494
$11K ﹤0.01%
250
495
$10K ﹤0.01%
+228
496
$10K ﹤0.01%
369
497
$10K ﹤0.01%
263
498
$10K ﹤0.01%
298
499
$10K ﹤0.01%
+272
500
$10K ﹤0.01%
91
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