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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
$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
626
$6K ﹤0.01%
+151
627
$6K ﹤0.01%
31
+21
628
$6K ﹤0.01%
170
629
$6K ﹤0.01%
30
+22
630
$6K ﹤0.01%
125
+112
631
$6K ﹤0.01%
+281
632
$6K ﹤0.01%
+59
633
$5K ﹤0.01%
+3
634
$5K ﹤0.01%
+226
635
$5K ﹤0.01%
+225
636
$5K ﹤0.01%
500
637
$5K ﹤0.01%
+138
638
$5K ﹤0.01%
+180
639
$5K ﹤0.01%
+112
640
$5K ﹤0.01%
+116
641
$5K ﹤0.01%
+68
642
$5K ﹤0.01%
+52
643
$5K ﹤0.01%
+82
644
$5K ﹤0.01%
22
+17
645
$5K ﹤0.01%
+463
646
$5K ﹤0.01%
203
647
$5K ﹤0.01%
+114
648
$5K ﹤0.01%
+72
649
$5K ﹤0.01%
+235
650
$5K ﹤0.01%
+231
24 25
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