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
676
$4K ﹤0.01%
48
-3
677
$4K ﹤0.01%
226
678
$4K ﹤0.01%
197
-137
679
$4K ﹤0.01%
39
680
$4K ﹤0.01%
229
+84
681
$4K ﹤0.01%
101
682
$4K ﹤0.01%
11
683
$4K ﹤0.01%
108
-8
684
$4K ﹤0.01%
175
-23
685
$4K ﹤0.01%
37
686
$4K ﹤0.01%
89
687
$4K ﹤0.01%
+109
688
$4K ﹤0.01%
51
-7
689
$4K ﹤0.01%
104
-7
690
$4K ﹤0.01%
655
-360
691
$4K ﹤0.01%
200
692
$4K ﹤0.01%
171
-23
693
$4K ﹤0.01%
+362
694
$4K ﹤0.01%
42
+17
695
$4K ﹤0.01%
72
-74
696
$4K ﹤0.01%
101
-33
697
$4K ﹤0.01%
25
-159
698
$3K ﹤0.01%
57
-109
699
$3K ﹤0.01%
42
-72
700
$3K ﹤0.01%
224
-254
26 27
28
29 30