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
801
$2K ﹤0.01%
302
802
$2K ﹤0.01%
21
803
$2K ﹤0.01%
68
-10
804
$2K ﹤0.01%
69
805
$2K ﹤0.01%
25
-8
806
$2K ﹤0.01%
245
807
$2K ﹤0.01%
141
-137
808
$2K ﹤0.01%
37
809
$2K ﹤0.01%
+1
810
$2K ﹤0.01%
63
811
$2K ﹤0.01%
+5,061
812
$1K ﹤0.01%
+11
813
$1K ﹤0.01%
13
814
$1K ﹤0.01%
+16
815
$1K ﹤0.01%
9
-11
816
$1K ﹤0.01%
319
+64
817
$1K ﹤0.01%
+19
818
$1K ﹤0.01%
40
-15
819
$1K ﹤0.01%
+23
820
$1K ﹤0.01%
50
821
$1K ﹤0.01%
70
-50
822
$1K ﹤0.01%
21
+7
823
$1K ﹤0.01%
5
-101
824
$1K ﹤0.01%
43
825
$1K ﹤0.01%
210
31 32
33
34 35