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
526
$8K ﹤0.01%
+564
527
$8K ﹤0.01%
+115
528
$8K ﹤0.01%
+50
529
$8K ﹤0.01%
+94
530
$8K ﹤0.01%
+866
531
$8K ﹤0.01%
72
532
$8K ﹤0.01%
+119
533
$8K ﹤0.01%
2
534
$8K ﹤0.01%
140
535
$8K ﹤0.01%
+112
536
$8K ﹤0.01%
128
537
$8K ﹤0.01%
74
538
$7K ﹤0.01%
+97
539
$7K ﹤0.01%
+96
540
$7K ﹤0.01%
+285
541
$7K ﹤0.01%
624
542
$7K ﹤0.01%
+144
543
$7K ﹤0.01%
84
+10
544
$7K ﹤0.01%
+1,245
545
$7K ﹤0.01%
100
546
$7K ﹤0.01%
+132
547
$7K ﹤0.01%
+196
548
$7K ﹤0.01%
468
549
$7K ﹤0.01%
244
550
$7K ﹤0.01%
1,476