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
51
$1.06M 0.58%
14,885
+3,861
52
$985K 0.54%
17,588
+150
53
$978K 0.54%
+14,820
54
$917K 0.51%
15,680
+2,980
55
$897K 0.5%
30,527
-55,559
56
$881K 0.49%
2,764
+724
57
$863K 0.48%
21,055
-337
58
$834K 0.46%
5,348
+1,322
59
$824K 0.45%
11,507
+2,814
60
$824K 0.45%
11,540
+42
61
$805K 0.44%
4,668
+816
62
$764K 0.42%
3,342
+640
63
$761K 0.42%
22,150
+34
64
$760K 0.42%
6,067
-9,859
65
$716K 0.4%
+26,058
66
$688K 0.38%
8,432
+644
67
$665K 0.37%
10,154
+599
68
$649K 0.36%
3,422
-27
69
$649K 0.36%
9,733
+2,889
70
$644K 0.36%
16,911
-5,485
71
$628K 0.35%
3,271
-172
72
$619K 0.34%
+13,405
73
$602K 0.33%
9,931
-412
74
$588K 0.32%
5,473
+1,339
75
$561K 0.31%
10,730
+938
1 2
3
4 5