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
$494M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$829K
4
ED icon
Consolidated Edison
ED
+$686K
5
META icon
Meta Platforms (Facebook)
META
+$657K

Top Sells

1
+$1.3M
2
+$900K
3
+$786K
4
BA icon
Boeing
BA
+$702K
5
CVX icon
Chevron
CVX
+$632K

Sector Composition

1 Energy 32.13%
2 Consumer Staples 5.15%
3 Healthcare 3.13%
4 Financials 2.78%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K ﹤0.01%
933
+27
477
$16K ﹤0.01%
1,520
-420
478
$16K ﹤0.01%
421
479
$16K ﹤0.01%
876
+7
480
$16K ﹤0.01%
1,440
481
$16K ﹤0.01%
496
-65
482
$15K ﹤0.01%
544
+100
483
$15K ﹤0.01%
182
+111
484
$15K ﹤0.01%
125
485
$15K ﹤0.01%
1,602
-502
486
$15K ﹤0.01%
255
+109
487
$15K ﹤0.01%
360
488
$15K ﹤0.01%
208
+5
489
$15K ﹤0.01%
2,549
+1,010
490
$15K ﹤0.01%
2,000
491
$15K ﹤0.01%
300
492
$15K ﹤0.01%
183
493
$15K ﹤0.01%
907
-86
494
$15K ﹤0.01%
205
+45
495
$14K ﹤0.01%
233
-32
496
$14K ﹤0.01%
521
-200
497
$14K ﹤0.01%
522
-375
498
$14K ﹤0.01%
120
-18
499
$14K ﹤0.01%
99
+16
500
$14K ﹤0.01%
352
-1,379
18 19
20
21 22