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
626
$6K ﹤0.01%
122
627
$6K ﹤0.01%
59
-118
628
$6K ﹤0.01%
258
-372
629
$6K ﹤0.01%
249
-6
630
$6K ﹤0.01%
1,388
-366
631
$6K ﹤0.01%
177
+34
632
$6K ﹤0.01%
257
633
$6K ﹤0.01%
75
+30
634
$6K ﹤0.01%
90
-119
635
$6K ﹤0.01%
153
-275
636
$6K ﹤0.01%
210
-17
637
$6K ﹤0.01%
+188
638
$6K ﹤0.01%
468
-12
639
$6K ﹤0.01%
308
-644
640
$6K ﹤0.01%
233
+132
641
$6K ﹤0.01%
+143
642
$6K ﹤0.01%
+220
643
$6K ﹤0.01%
78
+25
644
$6K ﹤0.01%
400
645
$6K ﹤0.01%
+182
646
$5K ﹤0.01%
181
647
$5K ﹤0.01%
51
-15
648
$5K ﹤0.01%
500
649
$5K ﹤0.01%
150
-13
650
$5K ﹤0.01%
276
-320
24 25
26
27 28