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
701
$3K ﹤0.01%
60
+24
702
$3K ﹤0.01%
53
703
$3K ﹤0.01%
51
704
$3K ﹤0.01%
39
705
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44
706
$3K ﹤0.01%
+46
707
$3K ﹤0.01%
65
-4
708
$3K ﹤0.01%
100
709
$3K ﹤0.01%
99
710
$3K ﹤0.01%
369
+61
711
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20
+4
712
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98
713
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+4
714
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715
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117
+7
716
$3K ﹤0.01%
42
-46
717
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+62
718
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139
-24
719
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720
$3K ﹤0.01%
+97
721
$3K ﹤0.01%
94
+36
722
$3K ﹤0.01%
158
-6
723
$3K ﹤0.01%
27
-1
724
$3K ﹤0.01%
97
725
$3K ﹤0.01%
38
27 28
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30 31