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
576
$5K ﹤0.01%
+84
577
$5K ﹤0.01%
57
578
$5K ﹤0.01%
+305
579
$5K ﹤0.01%
500
580
$5K ﹤0.01%
350
581
$5K ﹤0.01%
+79
582
$5K ﹤0.01%
+181
583
$5K ﹤0.01%
+267
584
$5K ﹤0.01%
92
585
$4K ﹤0.01%
58
586
$4K ﹤0.01%
+3
587
$4K ﹤0.01%
+84
588
$4K ﹤0.01%
+86
589
$4K ﹤0.01%
+1,019
590
$4K ﹤0.01%
+125
591
$4K ﹤0.01%
105
-176
592
$4K ﹤0.01%
+119
593
$4K ﹤0.01%
+28
594
$4K ﹤0.01%
+322
595
$4K ﹤0.01%
100
596
$4K ﹤0.01%
75
597
$4K ﹤0.01%
+124
598
$4K ﹤0.01%
48
-90
599
$4K ﹤0.01%
500
600
$4K ﹤0.01%
+127