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
801
$2K ﹤0.01%
150
802
$2K ﹤0.01%
+78
803
$2K ﹤0.01%
+27
804
$2K ﹤0.01%
148
805
$2K ﹤0.01%
356
+83
806
$2K ﹤0.01%
1,000
807
$2K ﹤0.01%
10
+4
808
$2K ﹤0.01%
+97
809
$2K ﹤0.01%
+42
810
$2K ﹤0.01%
44
-57
811
$2K ﹤0.01%
69
812
$2K ﹤0.01%
33
813
$2K ﹤0.01%
25
814
$2K ﹤0.01%
+205
815
$2K ﹤0.01%
42
-101
816
$2K ﹤0.01%
87
-133
817
$2K ﹤0.01%
245
818
$2K ﹤0.01%
51
819
$2K ﹤0.01%
563
-19
820
$2K ﹤0.01%
30
821
$2K ﹤0.01%
2
822
$2K ﹤0.01%
19
+3
823
$2K ﹤0.01%
11
+2
824
$2K ﹤0.01%
433
+114
825
$2K ﹤0.01%
34
-2
31 32
33
34 35