KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
701
$3K ﹤0.01%
101
-61
702
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51
703
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32
-7
704
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+70
705
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102
-6
706
$3K ﹤0.01%
+30
707
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295
-2,064
708
$3K ﹤0.01%
99
709
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183
710
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114
-4
711
$3K ﹤0.01%
218
712
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+27
713
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248
+119
714
$3K ﹤0.01%
157
+18
715
$3K ﹤0.01%
203
716
$3K ﹤0.01%
+91
717
$3K ﹤0.01%
+109
718
$3K ﹤0.01%
64
+23
719
$3K ﹤0.01%
+85
720
$3K ﹤0.01%
+77
721
$3K ﹤0.01%
158
722
$3K ﹤0.01%
27
723
$3K ﹤0.01%
50
-40
724
$3K ﹤0.01%
35
-3
725
$3K ﹤0.01%
114
27 28
29
30 31