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
$453M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.13M
3
+$735K
4
JPM icon
JPMorgan Chase
JPM
+$697K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$661K

Top Sells

1
+$3.07M
2
+$1.48M
3
+$977K
4
APTV icon
Aptiv
APTV
+$694K
5
COF icon
Capital One
COF
+$646K

Sector Composition

1 Energy 35.42%
2 Consumer Staples 4.65%
3 Financials 3.28%
4 Healthcare 3.23%
5 Technology 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K ﹤0.01%
1,215
-70
477
$17K ﹤0.01%
130
478
$17K ﹤0.01%
1,301
+135
479
$17K ﹤0.01%
3,309
-1,304
480
$17K ﹤0.01%
952
-39
481
$17K ﹤0.01%
594
+120
482
$16K ﹤0.01%
682
+186
483
$16K ﹤0.01%
925
-261
484
$16K ﹤0.01%
243
485
$16K ﹤0.01%
332
-155
486
$16K ﹤0.01%
29
487
$16K ﹤0.01%
1,010
+13
488
$16K ﹤0.01%
620
+370
489
$15K ﹤0.01%
+91
490
$15K ﹤0.01%
2,000
491
$15K ﹤0.01%
+960
492
$15K ﹤0.01%
1,500
+380
493
$15K ﹤0.01%
300
494
$15K ﹤0.01%
144
495
$15K ﹤0.01%
976
+37
496
$14K ﹤0.01%
636
+32
497
$14K ﹤0.01%
360
498
$14K ﹤0.01%
2,000
499
$14K ﹤0.01%
293
500
$14K ﹤0.01%
826
+225
18 19
20
21 22