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
$549M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$981K
3
+$946K
4
MCD icon
McDonald's
MCD
+$638K
5
CELG
Celgene Corp
CELG
+$539K

Top Sells

1
+$1.85M
2
+$1.83M
3
+$1.26M
4
J icon
Jacobs Solutions
J
+$1.15M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$928K

Sector Composition

1 Energy 46.4%
2 Healthcare 3.93%
3 Consumer Staples 3.22%
4 Financials 2.54%
5 Technology 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
64
-139
627
$3K ﹤0.01%
46
628
$3K ﹤0.01%
50
-2
629
$2K ﹤0.01%
44
630
$2K ﹤0.01%
59
-191
631
$2K ﹤0.01%
61
-8,415
632
$2K ﹤0.01%
40
-126
633
$2K ﹤0.01%
26
634
$2K ﹤0.01%
+14
635
$2K ﹤0.01%
+15
636
$2K ﹤0.01%
30
637
$2K ﹤0.01%
+25
638
$2K ﹤0.01%
+28
639
$2K ﹤0.01%
+162
640
$2K ﹤0.01%
32
641
$2K ﹤0.01%
+365
642
$2K ﹤0.01%
224
+4
643
$2K ﹤0.01%
100
644
$2K ﹤0.01%
9
-22
645
$2K ﹤0.01%
606
-413
646
$2K ﹤0.01%
55
647
$2K ﹤0.01%
102
648
$2K ﹤0.01%
+12
649
$2K ﹤0.01%
49
650
$2K ﹤0.01%
+21
24 25
26
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