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
726
$3K ﹤0.01%
114
-16
727
$3K ﹤0.01%
65
-8
728
$3K ﹤0.01%
403
+380
729
$3K ﹤0.01%
33
730
$3K ﹤0.01%
+38
731
$3K ﹤0.01%
225
-1,215
732
$3K ﹤0.01%
118
-34
733
$3K ﹤0.01%
24
-39
734
$3K ﹤0.01%
40
-37
735
$3K ﹤0.01%
+72
736
$3K ﹤0.01%
142
737
$3K ﹤0.01%
75
738
$3K ﹤0.01%
53
-52
739
$3K ﹤0.01%
500
740
$3K ﹤0.01%
93
-360
741
$3K ﹤0.01%
72
+49
742
$3K ﹤0.01%
213
+180
743
$3K ﹤0.01%
175
744
$3K ﹤0.01%
+139
745
$3K ﹤0.01%
18
-2
746
$3K ﹤0.01%
26
747
$3K ﹤0.01%
140
-74
748
$3K ﹤0.01%
65
-60
749
$3K ﹤0.01%
104
-384
750
$2K ﹤0.01%
59
-68
28 29
30
31 32