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
776
$2K ﹤0.01%
26
-2
777
$2K ﹤0.01%
38
778
$2K ﹤0.01%
699
-4,539
779
$2K ﹤0.01%
7
-2
780
$2K ﹤0.01%
+112
781
$2K ﹤0.01%
30
782
$2K ﹤0.01%
102
783
$2K ﹤0.01%
41
-142
784
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20
-173
785
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78
+66
786
$2K ﹤0.01%
99
787
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26
788
$2K ﹤0.01%
+52
789
$2K ﹤0.01%
10
790
$2K ﹤0.01%
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791
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20
792
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-30
793
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15
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795
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26
796
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21
797
$2K ﹤0.01%
30
798
$2K ﹤0.01%
128
-68
799
$2K ﹤0.01%
150
800
$2K ﹤0.01%
148
30 31
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