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
$346M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$2.28M
3
+$1.74M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.65M
5
XYZ
Block Inc
XYZ
+$1.6M

Top Sells

1
+$3.46M
2
+$1.21M
3
+$1.07M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.04M
5
XIFR
XPLR Infrastructure LP
XIFR
+$1.02M

Sector Composition

1 Industrials 25.43%
2 Technology 12.36%
3 Financials 10.44%
4 Healthcare 6.68%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.61%
3,986
+15
52
$2.06M 0.6%
6,735
+357
53
$2.04M 0.59%
8,987
+660
54
$1.94M 0.56%
7,190
+429
55
$1.94M 0.56%
52,654
+982
56
$1.87M 0.54%
9,807
+53
57
$1.8M 0.52%
3,903
+2,958
58
$1.68M 0.48%
36,191
+4,803
59
$1.67M 0.48%
4
60
$1.62M 0.47%
21,210
-13,401
61
$1.52M 0.44%
12,252
+1,321
62
$1.5M 0.43%
74,760
63
$1.49M 0.43%
24,246
+6
64
$1.48M 0.43%
9,566
-38
65
$1.48M 0.43%
28,712
-649
66
$1.34M 0.39%
24,606
-63,784
67
$1.25M 0.36%
14,595
+224
68
$1.14M 0.33%
+15,611
69
$1.1M 0.32%
18,589
+130
70
$1.04M 0.3%
+19,297
71
$972K 0.28%
2,271
-25
72
$870K 0.25%
15,681
-831
73
$867K 0.25%
11,107
-290
74
$820K 0.24%
14,956
+539
75
$817K 0.24%
20,854
-2
1 2
3
4 5