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
501
$10K ﹤0.01%
500
-180
502
$10K ﹤0.01%
+184
503
$10K ﹤0.01%
240
504
$10K ﹤0.01%
+87
505
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152
506
$10K ﹤0.01%
+132
507
$10K ﹤0.01%
203
508
$9K ﹤0.01%
167
+115
509
$9K ﹤0.01%
160
-184
510
$9K ﹤0.01%
+89
511
$9K ﹤0.01%
92
512
$9K ﹤0.01%
356
-139
513
$9K ﹤0.01%
+224
514
$9K ﹤0.01%
+196
515
$9K ﹤0.01%
108
516
$9K ﹤0.01%
595
517
$9K ﹤0.01%
961
518
$9K ﹤0.01%
1,000
519
$9K ﹤0.01%
219
520
$9K ﹤0.01%
159
521
$9K ﹤0.01%
+213
522
$9K ﹤0.01%
+1,000
523
$8K ﹤0.01%
+126
524
$8K ﹤0.01%
+164
525
$8K ﹤0.01%
101
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