KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
+$8.85M
2
+$6.53M
3
+$2.53M
4
CVX icon
Chevron
CVX
+$2.47M
5
T icon
AT&T
T
+$2.18M

Top Sells

1
+$3.77M
2
+$889K
3
+$811K
4
FET icon
Forum Energy Technologies
FET
+$539K
5
PAA icon
Plains All American Pipeline
PAA
+$514K

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
526
$2K ﹤0.01%
+100
527
$2K ﹤0.01%
+47
528
$2K ﹤0.01%
+200
529
$2K ﹤0.01%
+97
530
$2K ﹤0.01%
+8,000
531
$2K ﹤0.01%
+3
532
$1K ﹤0.01%
+28
533
$1K ﹤0.01%
+24
534
$1K ﹤0.01%
+176
535
$1K ﹤0.01%
+67
536
$1K ﹤0.01%
+25
537
$1K ﹤0.01%
+24
538
$1K ﹤0.01%
+4
539
$1K ﹤0.01%
+20
540
$1K ﹤0.01%
+5
541
$1K ﹤0.01%
+40
542
$1K ﹤0.01%
+17
543
$1K ﹤0.01%
+25
544
$1K ﹤0.01%
+22
545
$0 ﹤0.01%
+6
546
$0 ﹤0.01%
+25
547
$0 ﹤0.01%
+4
548
$0 ﹤0.01%
+2
549
$0 ﹤0.01%
+1
550
– –
-2,243
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