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
551
$7K ﹤0.01%
+65
552
$7K ﹤0.01%
+83
553
$7K ﹤0.01%
400
554
$6K ﹤0.01%
200
555
$6K ﹤0.01%
175
556
$6K ﹤0.01%
190
557
$6K ﹤0.01%
+326
558
$6K ﹤0.01%
182
+154
559
$6K ﹤0.01%
55
+51
560
$6K ﹤0.01%
+104
561
$6K ﹤0.01%
+75
562
$6K ﹤0.01%
+86
563
$6K ﹤0.01%
38
+37
564
$6K ﹤0.01%
+102
565
$6K ﹤0.01%
+77
566
$6K ﹤0.01%
+97
567
$6K ﹤0.01%
232
568
$6K ﹤0.01%
181
569
$5K ﹤0.01%
+95
570
$5K ﹤0.01%
154
-108
571
$5K ﹤0.01%
+31
572
$5K ﹤0.01%
+58
573
$5K ﹤0.01%
+53
574
$5K ﹤0.01%
+32
575
$5K ﹤0.01%
100