KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Fund
S&P 500
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 +$8.85M
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
551
-2,243
552
0
553
$0 ﹤0.01%
+100
554
$0 ﹤0.01%
+4
555
$0 ﹤0.01%
+100
556
$0 ﹤0.01%
+100
557
$0 ﹤0.01%
+8
558
$0 ﹤0.01%
+5