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
501
$6K ﹤0.01%
+150
502
$6K ﹤0.01%
+74
503
$6K ﹤0.01%
+100
504
$6K ﹤0.01%
+200
505
$6K ﹤0.01%
+175
506
$6K ﹤0.01%
+371
507
$6K ﹤0.01%
+2
508
$5K ﹤0.01%
+244
509
$5K ﹤0.01%
+100
510
$5K ﹤0.01%
+150
511
$5K ﹤0.01%
+449
512
$5K ﹤0.01%
+75
513
$5K ﹤0.01%
+500
514
$5K ﹤0.01%
+92
515
$4K ﹤0.01%
+58
516
$4K ﹤0.01%
+550
517
$4K ﹤0.01%
+57
518
$4K ﹤0.01%
+100
519
$4K ﹤0.01%
+10
520
$3K ﹤0.01%
+52
521
$3K ﹤0.01%
+75
522
$3K ﹤0.01%
+81
523
$3K ﹤0.01%
+150
524
$3K ﹤0.01%
+500
525
$3K ﹤0.01%
+86
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