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
$165M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.94M
3
+$739K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$708K
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$705K

Top Sells

1
+$5.46M
2
+$1.69M
3
+$1.68M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Industrials 13.65%
2 Financials 10.2%
3 Consumer Discretionary 8.63%
4 Technology 6.74%
5 Healthcare 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.39%
29,235
+4,275
27
$2.28M 1.38%
26,664
+1,574
28
$2.23M 1.35%
75,403
+23,916
29
$2.01M 1.22%
11,741
+738
30
$2.01M 1.22%
4,278
+245
31
$1.95M 1.18%
21,030
-43
32
$1.94M 1.18%
+42,849
33
$1.83M 1.11%
51,149
-9,085
34
$1.7M 1.03%
30,726
-819
35
$1.59M 0.97%
34,393
+15,201
36
$1.59M 0.96%
17,498
+219
37
$1.58M 0.96%
27,840
+520
38
$1.53M 0.93%
26,322
+9
39
$1.42M 0.86%
16,484
+2,550
40
$1.42M 0.86%
14,960
-220
41
$1.37M 0.83%
38,745
+10,312
42
$1.34M 0.81%
24,740
+1,620
43
$1.27M 0.77%
4
44
$1.26M 0.77%
9,205
+60
45
$1.21M 0.73%
3,284
46
$1.16M 0.7%
25,078
-628
47
$1.15M 0.7%
5,961
+92
48
$1.14M 0.69%
11,214
-2,611
49
$1.11M 0.67%
25,909
+184
50
$1.06M 0.64%
6,266
-113
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