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
676
$4K ﹤0.01%
206
-92
677
$4K ﹤0.01%
57
-31
678
$4K ﹤0.01%
54
+12
679
$4K ﹤0.01%
+28
680
$4K ﹤0.01%
94
681
$4K ﹤0.01%
+101
682
$4K ﹤0.01%
655
683
$4K ﹤0.01%
41
+1
684
$4K ﹤0.01%
42
685
$4K ﹤0.01%
69
-3
686
$4K ﹤0.01%
292
+262
687
$4K ﹤0.01%
+57
688
$4K ﹤0.01%
+116
689
$4K ﹤0.01%
140
690
$4K ﹤0.01%
51
-27
691
$4K ﹤0.01%
21
+13
692
$4K ﹤0.01%
+176
693
$3K ﹤0.01%
+401
694
$3K ﹤0.01%
57
695
$3K ﹤0.01%
212
-19
696
$3K ﹤0.01%
99
697
$3K ﹤0.01%
240
+15
698
$3K ﹤0.01%
80
+10
699
$3K ﹤0.01%
120
+43
700
$3K ﹤0.01%
60
26 27
28
29 30