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
$124M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.35M
3
+$2.19M
4
WRK
WestRock Company
WRK
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.76M

Top Sells

1
+$1.72M
2
+$404K
3
+$320K
4
APA icon
APA Corp
APA
+$224K
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$222K

Sector Composition

1 Financials 10.69%
2 Consumer Discretionary 5.45%
3 Technology 4.63%
4 Consumer Staples 4.3%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.49%
9,244
+3,586
52
$577K 0.47%
3,807
-53
53
$577K 0.47%
+5,150
54
$565K 0.46%
5,125
+70
55
$510K 0.41%
3,784
+1,514
56
$510K 0.41%
10,744
+2,505
57
$444K 0.36%
4,256
+949
58
$437K 0.35%
12,375
+2,465
59
$432K 0.35%
11,022
+356
60
$398K 0.32%
3,213
61
$357K 0.29%
5,745
+418
62
$355K 0.29%
7,541
+47
63
$353K 0.29%
6,431
+475
64
$349K 0.28%
+8,800
65
$341K 0.28%
+2,963
66
$330K 0.27%
6,584
+217
67
$328K 0.27%
2,068
+337
68
$287K 0.23%
3,326
+23
69
$281K 0.23%
5,468
+50
70
$273K 0.22%
2,629
+278
71
$261K 0.21%
10,654
+34
72
$258K 0.21%
+3,602
73
$246K 0.2%
+2,125
74
$243K 0.2%
3,886
+33
75
$241K 0.19%
+4,588
1 2
3
4