KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
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%
7
777
$2K ﹤0.01%
112
778
$2K ﹤0.01%
102
779
$2K ﹤0.01%
+94
780
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88
+10
781
$2K ﹤0.01%
26
782
$2K ﹤0.01%
52
783
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10
784
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77
785
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20
786
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46
787
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15
788
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72
-138
789
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401
-2
790
$2K ﹤0.01%
33
791
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+405
792
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+79
793
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29
794
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34
-285
795
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+24
796
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26
797
$2K ﹤0.01%
20
-1
798
$2K ﹤0.01%
55
799
$2K ﹤0.01%
142
800
$2K ﹤0.01%
86
-2,314
30 31
32
33 34