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
$505M
AUM Growth
-$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1 +$5.28M
2 +$1.04M
3 +$672K
4
BP icon
BP
BP
+$590K
5
COL
Rockwell Collins
COL
+$542K

Top Sells

1 +$1.63M
2 +$1.57M
3 +$1.2M
4
AGN
Allergan plc
AGN
+$1.18M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$711K

Sector Composition

1 Energy 37.29%
2 Consumer Staples 4.12%
3 Financials 3.11%
4 Healthcare 3.04%
5 Technology 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
157
+55
602
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2
603
$7K ﹤0.01%
112
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605
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606
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89
607
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+242
608
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609
$7K ﹤0.01%
341
+116
610
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611
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140
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18
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+273
616
$6K ﹤0.01%
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83
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+99
619
$6K ﹤0.01%
+208
620
$6K ﹤0.01%
111
+81
621
$6K ﹤0.01%
+103
622
$6K ﹤0.01%
+122
623
$6K ﹤0.01%
+109
624
$6K ﹤0.01%
+280
625
$6K ﹤0.01%
+135