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
751
$2K ﹤0.01%
+51
752
$2K ﹤0.01%
582
+505
753
$2K ﹤0.01%
32
-1
754
$2K ﹤0.01%
293
-196
755
$2K ﹤0.01%
70
+5
756
$2K ﹤0.01%
+51
757
$2K ﹤0.01%
2
758
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10
-1
759
$2K ﹤0.01%
14
-16
760
$2K ﹤0.01%
77
-12
761
$2K ﹤0.01%
+100
762
$2K ﹤0.01%
+36
763
$2K ﹤0.01%
+88
764
$2K ﹤0.01%
51
-37
765
$2K ﹤0.01%
91
766
$2K ﹤0.01%
77
767
$2K ﹤0.01%
42
768
$2K ﹤0.01%
32
769
$2K ﹤0.01%
38
-100
770
$2K ﹤0.01%
+50
771
$2K ﹤0.01%
160
-16
772
$2K ﹤0.01%
35
773
$2K ﹤0.01%
+133
774
$2K ﹤0.01%
183
-67
775
$2K ﹤0.01%
100
29 30
31
32 33