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
$487M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$3.32M
3
+$1.26M
4
WELL icon
Welltower
WELL
+$1,000K
5
GNBC
Green Bancorp, Inc
GNBC
+$844K

Top Sells

1
+$2.38M
2
+$1.67M
3
+$1.52M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$934K
5
KMI icon
Kinder Morgan
KMI
+$840K

Sector Composition

1 Energy 32.25%
2 Consumer Staples 5.04%
3 Financials 3.29%
4 Healthcare 3.11%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
12
852
$1K ﹤0.01%
14
853
$1K ﹤0.01%
100
854
$1K ﹤0.01%
30
855
$1K ﹤0.01%
344
+82
856
$1K ﹤0.01%
31
-53
857
$1K ﹤0.01%
78
-932
858
$1K ﹤0.01%
12
-15
859
$1K ﹤0.01%
45
860
$1K ﹤0.01%
30
861
$1K ﹤0.01%
15
862
$1K ﹤0.01%
292
+137
863
$1K ﹤0.01%
100
864
$1K ﹤0.01%
8
865
$1K ﹤0.01%
6
866
$1K ﹤0.01%
13
-650
867
$1K ﹤0.01%
33
868
$1K ﹤0.01%
31
869
$1K ﹤0.01%
43
870
$1K ﹤0.01%
27
871
$1K ﹤0.01%
3,000
872
$1K ﹤0.01%
6,434
873
$1K ﹤0.01%
17
874
$1K ﹤0.01%
11
875
$1K ﹤0.01%
13
33 34
35
36 37