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
$493M
AUM Growth
-$605K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$767K
3
+$671K
4
CCI icon
Crown Castle
CCI
+$638K
5
MJN
Mead Johnson Nutrition Company
MJN
+$435K

Top Sells

1
+$27.1M
2
+$1.49M
3
+$1.21M
4
NKE icon
Nike
NKE
+$689K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$685K

Sector Composition

1 Energy 36.58%
2 Consumer Staples 5.25%
3 Healthcare 3.44%
4 Communication Services 2.95%
5 Financials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
242
-115
552
$9K ﹤0.01%
457
553
$9K ﹤0.01%
206
554
$9K ﹤0.01%
88
555
$9K ﹤0.01%
85
-21
556
$9K ﹤0.01%
179
+12
557
$9K ﹤0.01%
264
558
$9K ﹤0.01%
+1,137
559
$9K ﹤0.01%
322
-4
560
$9K ﹤0.01%
294
-125
561
$9K ﹤0.01%
357
-30
562
$9K ﹤0.01%
129
563
$8K ﹤0.01%
196
+87
564
$8K ﹤0.01%
149
+27
565
$8K ﹤0.01%
71
+12
566
$8K ﹤0.01%
595
567
$8K ﹤0.01%
145
568
$8K ﹤0.01%
85
+19
569
$8K ﹤0.01%
315
-110
570
$8K ﹤0.01%
78
571
$8K ﹤0.01%
124
-58
572
$8K ﹤0.01%
81
-68
573
$8K ﹤0.01%
162
574
$8K ﹤0.01%
102
+16
575
$8K ﹤0.01%
315
-4
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