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
826
$2K ﹤0.01%
70
827
$1K ﹤0.01%
+27
828
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+11
829
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+27
830
$1K ﹤0.01%
+19
831
$1K ﹤0.01%
13
832
$1K ﹤0.01%
+28
833
$1K ﹤0.01%
18
-24
834
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+16
835
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248
-45
836
$1K ﹤0.01%
+41
837
$1K ﹤0.01%
32
-8
838
$1K ﹤0.01%
23
839
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50
840
$1K ﹤0.01%
5
841
$1K ﹤0.01%
+98
842
$1K ﹤0.01%
210
843
$1K ﹤0.01%
30
844
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+23
845
$1K ﹤0.01%
29
846
$1K ﹤0.01%
+27
847
$1K ﹤0.01%
211
+77
848
$1K ﹤0.01%
19
849
$1K ﹤0.01%
12
850
$1K ﹤0.01%
6
32 33
34
35 36