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
$494M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$829K
4
ED icon
Consolidated Edison
ED
+$686K
5
META icon
Meta Platforms (Facebook)
META
+$657K

Top Sells

1
+$1.3M
2
+$900K
3
+$786K
4
BA icon
Boeing
BA
+$702K
5
CVX icon
Chevron
CVX
+$632K

Sector Composition

1 Energy 32.13%
2 Consumer Staples 5.15%
3 Healthcare 3.13%
4 Financials 2.78%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9K ﹤0.01%
254
-12
577
$9K ﹤0.01%
261
+177
578
$9K ﹤0.01%
200
579
$8K ﹤0.01%
292
-225
580
$8K ﹤0.01%
78
-4
581
$8K ﹤0.01%
162
-1
582
$8K ﹤0.01%
545
+20
583
$8K ﹤0.01%
136
-107
584
$8K ﹤0.01%
101
-75
585
$8K ﹤0.01%
595
586
$8K ﹤0.01%
252
587
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-23
588
$8K ﹤0.01%
167
+30
589
$8K ﹤0.01%
9
-8
590
$8K ﹤0.01%
15,000
591
$7K ﹤0.01%
321
592
$7K ﹤0.01%
66
-39
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92
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594
$7K ﹤0.01%
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595
$7K ﹤0.01%
119
-17
596
$7K ﹤0.01%
33
-1
597
$7K ﹤0.01%
514
598
$7K ﹤0.01%
122
-18
599
$7K ﹤0.01%
186
600
$7K ﹤0.01%
15
-14
22 23
24
25 26