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
826
$1K ﹤0.01%
+30
827
$1K ﹤0.01%
692
-932
828
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29
829
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134
-183
830
$1K ﹤0.01%
+19
831
$1K ﹤0.01%
12
832
$1K ﹤0.01%
6
833
$1K ﹤0.01%
41
-35
834
$1K ﹤0.01%
10
835
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3
836
$1K ﹤0.01%
50
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837
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838
$1K ﹤0.01%
12
839
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14
840
$1K ﹤0.01%
19
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841
$1K ﹤0.01%
10
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842
$1K ﹤0.01%
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843
$1K ﹤0.01%
246
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844
$1K ﹤0.01%
+4
845
$1K ﹤0.01%
31
-30
846
$1K ﹤0.01%
+18
847
$1K ﹤0.01%
12
848
$1K ﹤0.01%
24
-25
849
$1K ﹤0.01%
95
-21
850
$1K ﹤0.01%
55
-26
32 33
34
35 36