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
751
$2K ﹤0.01%
113
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752
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51
753
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2
754
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19
+3
755
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11
+2
756
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433
+114
757
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14
758
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49
-4
759
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34
-2
760
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70
761
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+66
762
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763
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21
764
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49
-2
765
$2K ﹤0.01%
+59
766
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91
767
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28
-16
768
$2K ﹤0.01%
77
769
$2K ﹤0.01%
42
770
$2K ﹤0.01%
+111
771
$2K ﹤0.01%
32
772
$2K ﹤0.01%
38
773
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43
774
$2K ﹤0.01%
50
775
$2K ﹤0.01%
116
-44
29 30
31
32 33