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
626
$6K ﹤0.01%
59
-23
627
$6K ﹤0.01%
132
+101
628
$6K ﹤0.01%
338
629
$6K ﹤0.01%
468
630
$6K ﹤0.01%
70
-16
631
$6K ﹤0.01%
67
-8
632
$6K ﹤0.01%
153
633
$6K ﹤0.01%
200
634
$5K ﹤0.01%
181
635
$5K ﹤0.01%
+500
636
$5K ﹤0.01%
514
637
$5K ﹤0.01%
41
-6
638
$5K ﹤0.01%
173
639
$5K ﹤0.01%
101
640
$5K ﹤0.01%
+52
641
$5K ﹤0.01%
171
-4
642
$5K ﹤0.01%
+1,000
643
$5K ﹤0.01%
177
644
$5K ﹤0.01%
40
+20
645
$5K ﹤0.01%
415
-130
646
$5K ﹤0.01%
120
-43
647
$5K ﹤0.01%
104
648
$5K ﹤0.01%
106
+31
649
$5K ﹤0.01%
219
-30
650
$5K ﹤0.01%
491
-871
24 25
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