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
776
$2K ﹤0.01%
162
-207
777
$2K ﹤0.01%
35
778
$2K ﹤0.01%
133
779
$2K ﹤0.01%
26
780
$2K ﹤0.01%
38
781
$2K ﹤0.01%
103
-14
782
$2K ﹤0.01%
7
783
$2K ﹤0.01%
112
784
$2K ﹤0.01%
102
785
$2K ﹤0.01%
+94
786
$2K ﹤0.01%
88
+10
787
$2K ﹤0.01%
26
788
$2K ﹤0.01%
52
789
$2K ﹤0.01%
10
790
$2K ﹤0.01%
77
791
$2K ﹤0.01%
20
792
$2K ﹤0.01%
+24
793
$2K ﹤0.01%
26
794
$2K ﹤0.01%
20
-1
795
$2K ﹤0.01%
55
796
$2K ﹤0.01%
142
797
$2K ﹤0.01%
30
798
$2K ﹤0.01%
1,000
799
$2K ﹤0.01%
10
+4
800
$2K ﹤0.01%
+97
30 31
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