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
601
$7K ﹤0.01%
100
-76
602
$7K ﹤0.01%
99
603
$7K ﹤0.01%
86
604
$7K ﹤0.01%
372
+57
605
$7K ﹤0.01%
166
+73
606
$7K ﹤0.01%
478
+293
607
$7K ﹤0.01%
163
+56
608
$7K ﹤0.01%
88
-8
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348
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$7K ﹤0.01%
86
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611
$7K ﹤0.01%
201
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58
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141
-9
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$7K ﹤0.01%
57
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615
$7K ﹤0.01%
82
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$7K ﹤0.01%
189
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617
$7K ﹤0.01%
326
-9
618
$7K ﹤0.01%
300
-1,270
619
$6K ﹤0.01%
67
+22
620
$6K ﹤0.01%
151
+137
621
$6K ﹤0.01%
180
622
$6K ﹤0.01%
170
623
$6K ﹤0.01%
82
624
$6K ﹤0.01%
+100
625
$6K ﹤0.01%
298
-13
23 24
25
26 27