KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
826
$2K ﹤0.01%
356
+83
827
$1K ﹤0.01%
+19
828
$1K ﹤0.01%
13
829
$1K ﹤0.01%
+28
830
$1K ﹤0.01%
18
-24
831
$1K ﹤0.01%
+16
832
$1K ﹤0.01%
248
-45
833
$1K ﹤0.01%
+41
834
$1K ﹤0.01%
32
-8
835
$1K ﹤0.01%
23
836
$1K ﹤0.01%
50
837
$1K ﹤0.01%
5
838
$1K ﹤0.01%
+11
839
$1K ﹤0.01%
+98
840
$1K ﹤0.01%
210
841
$1K ﹤0.01%
30
842
$1K ﹤0.01%
+23
843
$1K ﹤0.01%
29
844
$1K ﹤0.01%
+27
845
$1K ﹤0.01%
211
+77
846
$1K ﹤0.01%
19
847
$1K ﹤0.01%
12
848
$1K ﹤0.01%
6
849
$1K ﹤0.01%
100
850
$1K ﹤0.01%
+36
32 33
34
35 36