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
$453M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.13M
3
+$735K
4
JPM icon
JPMorgan Chase
JPM
+$697K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$661K

Top Sells

1
+$3.07M
2
+$1.48M
3
+$977K
4
APTV icon
Aptiv
APTV
+$694K
5
COF icon
Capital One
COF
+$646K

Sector Composition

1 Energy 35.42%
2 Consumer Staples 4.65%
3 Financials 3.28%
4 Healthcare 3.23%
5 Utilities 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
9
-7
827
$1K ﹤0.01%
69
828
$1K ﹤0.01%
+68
829
$1K ﹤0.01%
+14
830
$1K ﹤0.01%
50
831
$1K ﹤0.01%
+14
832
$1K ﹤0.01%
+6
833
$1K ﹤0.01%
43
834
$1K ﹤0.01%
523
-343
835
$1K ﹤0.01%
29
836
$1K ﹤0.01%
26
-119
837
$1K ﹤0.01%
+12
838
$1K ﹤0.01%
+7
839
$1K ﹤0.01%
13
840
$1K ﹤0.01%
21
841
$1K ﹤0.01%
+229
842
$1K ﹤0.01%
+8
843
$1K ﹤0.01%
55
844
$1K ﹤0.01%
10
845
$1K ﹤0.01%
+3
846
$1K ﹤0.01%
12
847
$1K ﹤0.01%
14
-40
848
$1K ﹤0.01%
24
849
$1K ﹤0.01%
+30
850
$1K ﹤0.01%
262
32 33
34
35 36