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
$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%
468
627
$6K ﹤0.01%
+145
628
$6K ﹤0.01%
206
-290
629
$6K ﹤0.01%
53
+32
630
$6K ﹤0.01%
130
-2
631
$6K ﹤0.01%
59
-23
632
$6K ﹤0.01%
132
+101
633
$6K ﹤0.01%
338
634
$5K ﹤0.01%
164
-24
635
$5K ﹤0.01%
+500
636
$5K ﹤0.01%
514
637
$5K ﹤0.01%
41
-6
638
$5K ﹤0.01%
137
+7
639
$5K ﹤0.01%
508
-152
640
$5K ﹤0.01%
183
+90
641
$5K ﹤0.01%
105
642
$5K ﹤0.01%
15
643
$5K ﹤0.01%
181
644
$5K ﹤0.01%
173
645
$5K ﹤0.01%
101
646
$5K ﹤0.01%
+52
647
$5K ﹤0.01%
171
-4
648
$5K ﹤0.01%
+1,000
649
$5K ﹤0.01%
177
650
$5K ﹤0.01%
40
+20
24 25
26
27 28