KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
601
$7K ﹤0.01%
529
+167
602
$7K ﹤0.01%
667
-475
603
$7K ﹤0.01%
145
+4
604
$7K ﹤0.01%
8
-1
605
$7K ﹤0.01%
450
606
$7K ﹤0.01%
1,000
607
$7K ﹤0.01%
190
+1
608
$7K ﹤0.01%
182
609
$7K ﹤0.01%
150
-16
610
$7K ﹤0.01%
76
+25
611
$7K ﹤0.01%
462
-16
612
$7K ﹤0.01%
89
-12
613
$7K ﹤0.01%
1,295
-1,254
614
$7K ﹤0.01%
376
+119
615
$6K ﹤0.01%
62
+23
616
$6K ﹤0.01%
334
-38
617
$6K ﹤0.01%
52
+15
618
$6K ﹤0.01%
100
619
$6K ﹤0.01%
41
+2
620
$6K ﹤0.01%
685
+182
621
$6K ﹤0.01%
252
622
$6K ﹤0.01%
+145
623
$6K ﹤0.01%
206
-290
624
$6K ﹤0.01%
53
+32
625
$6K ﹤0.01%
130
-2
23 24
25
26 27