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
51
$1.01M 0.61%
11,799
+7,037
52
$992K 0.6%
28,707
+6,402
53
$981K 0.59%
17,547
-128
54
$978K 0.59%
3,026
+156
55
$967K 0.59%
23,517
+1,358
56
$944K 0.57%
5,439
+153
57
$942K 0.57%
11,342
-37
58
$907K 0.55%
4,361
+253
59
$893K 0.54%
13,727
+1,243
60
$854K 0.52%
6,118
+58
61
$832K 0.5%
16,254
-33,001
62
$826K 0.5%
6,636
+1,047
63
$739K 0.45%
2,521
-34
64
$731K 0.44%
14,532
+7,346
65
$692K 0.42%
14,614
+351
66
$685K 0.41%
22,613
+824
67
$619K 0.37%
+3,540
68
$616K 0.37%
35,335
+39
69
$616K 0.37%
3,129
+132
70
$615K 0.37%
24,299
+14,258
71
$592K 0.36%
11,666
+504
72
$581K 0.35%
7,744
-3,607
73
$514K 0.31%
2,945
+422
74
$478K 0.29%
7,711
+152
75
$465K 0.28%
6,068
+1,820
1 2
3
4 5