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
501
$14K ﹤0.01%
1,000
502
$14K ﹤0.01%
807
+234
503
$14K ﹤0.01%
333
-197
504
$14K ﹤0.01%
211
-71
505
$13K ﹤0.01%
540
+43
506
$13K ﹤0.01%
425
+233
507
$13K ﹤0.01%
274
-26
508
$13K ﹤0.01%
188
+71
509
$13K ﹤0.01%
500
510
$13K ﹤0.01%
987
-92
511
$13K ﹤0.01%
132
-15
512
$13K ﹤0.01%
328
513
$13K ﹤0.01%
459
-382
514
$13K ﹤0.01%
834
-68
515
$13K ﹤0.01%
2,500
516
$13K ﹤0.01%
365
+130
517
$13K ﹤0.01%
2,150
518
$13K ﹤0.01%
158
+15
519
$12K ﹤0.01%
516
-423
520
$12K ﹤0.01%
128
-37
521
$12K ﹤0.01%
782
+220
522
$12K ﹤0.01%
412
+205
523
$12K ﹤0.01%
149
524
$12K ﹤0.01%
13
-3
525
$12K ﹤0.01%
2,840
+393
19 20
21
22 23