CCM

Canal Capital Management Portfolio holdings

AUM $634M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$716K
3
+$619K
4
AAPL icon
Apple
AAPL
+$533K
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$508K

Top Sells

1
+$4.17M
2
+$2.19M
3
+$1.63M
4
CVX icon
Chevron
CVX
+$1.24M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$698K

Sector Composition

1 Financials 10.27%
2 Technology 7.06%
3 Consumer Discretionary 6.88%
4 Industrials 6.74%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.13%
19,161
+2,958
27
$2.05M 1.13%
22,258
+151
28
$1.96M 1.08%
33,186
+276
29
$1.91M 1.05%
62,879
+7,084
30
$1.9M 1.05%
29,157
+4,909
31
$1.82M 1%
3,540
+569
32
$1.78M 0.98%
12,398
+62
33
$1.76M 0.97%
25,095
-9,926
34
$1.7M 0.94%
9,598
+2,028
35
$1.67M 0.92%
8,493
+265
36
$1.66M 0.91%
132,603
+16,439
37
$1.65M 0.91%
34,982
+300
38
$1.64M 0.9%
19,176
+2,266
39
$1.64M 0.9%
19,727
+436
40
$1.58M 0.87%
49,210
+6,900
41
$1.53M 0.85%
8,693
+1,866
42
$1.48M 0.82%
23,151
+2,847
43
$1.42M 0.78%
26,353
+2,084
44
$1.37M 0.76%
12,436
+2,205
45
$1.36M 0.75%
13,655
+386
46
$1.36M 0.75%
18,715
+4,635
47
$1.35M 0.75%
9,364
+48
48
$1.35M 0.74%
25,600
+4,360
49
$1.19M 0.66%
4
50
$1.18M 0.65%
10,361
+3,327
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