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
651
$5K ﹤0.01%
162
-218
652
$5K ﹤0.01%
47
-3
653
$5K ﹤0.01%
173
+6
654
$5K ﹤0.01%
96
-10
655
$5K ﹤0.01%
177
656
$5K ﹤0.01%
85
-25
657
$5K ﹤0.01%
39
-4
658
$5K ﹤0.01%
+75
659
$5K ﹤0.01%
503
+7
660
$5K ﹤0.01%
400
661
$5K ﹤0.01%
+110
662
$5K ﹤0.01%
69
+65
663
$5K ﹤0.01%
+102
664
$5K ﹤0.01%
90
+1
665
$5K ﹤0.01%
130
+53
666
$5K ﹤0.01%
450
-516
667
$5K ﹤0.01%
1,000
668
$5K ﹤0.01%
+105
669
$5K ﹤0.01%
132
-28
670
$5K ﹤0.01%
+144
671
$5K ﹤0.01%
87
672
$5K ﹤0.01%
+15
673
$5K ﹤0.01%
338
674
$4K ﹤0.01%
+231
675
$4K ﹤0.01%
+26
25 26
27
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