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
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.26M
4
SHOP icon
Shopify
SHOP
+$2.04M
5
AVGO icon
Broadcom
AVGO
+$2.02M

Top Sells

1
+$3.58M
2
+$2.99M
3
+$2.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Industrials 19.37%
2 Technology 12.31%
3 Financials 9.86%
4 Healthcare 7.11%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.67%
15,289
-35,637
52
$1.51M 0.66%
+5,534
53
$1.47M 0.65%
11,874
+2,970
54
$1.35M 0.59%
12,972
-1,754
55
$1.34M 0.59%
32,742
+25,392
56
$1.3M 0.57%
5,393
+563
57
$1.3M 0.57%
44,374
+2,928
58
$1.28M 0.56%
4
59
$1.21M 0.53%
5,127
+117
60
$1.18M 0.52%
20,347
+11,900
61
$1.17M 0.51%
26,247
+861
62
$1.15M 0.5%
3,497
+45
63
$1.11M 0.49%
10,916
-4,776
64
$1.1M 0.48%
+10,799
65
$1.05M 0.46%
9,601
+70
66
$1.05M 0.46%
11,915
+333
67
$1.05M 0.46%
7,778
-12,771
68
$1.01M 0.44%
47,443
+875
69
$990K 0.43%
73,120
-15,320
70
$793K 0.35%
+24,240
71
$788K 0.35%
2,330
+1
72
$759K 0.33%
21,793
-605
73
$746K 0.33%
2,229
-53
74
$699K 0.31%
11,744
-166
75
$687K 0.3%
9,566
-172
1 2
3
4 5