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
$490M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.48M
3
+$2.78M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.19M
5
BRNY icon
Burney US Factor Rotation ETF
BRNY
+$1.04M

Top Sells

1
+$14M
2
+$4.92M
3
+$3.37M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.07M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.78M

Sector Composition

1 Industrials 28.93%
2 Technology 14.31%
3 Financials 7.89%
4 Consumer Staples 7.57%
5 Healthcare 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.47%
25,359
-11,618
52
$2.29M 0.47%
36,054
-340
53
$2.15M 0.44%
10,613
-310
54
$2.13M 0.43%
3,073
+139
55
$2.07M 0.42%
7,071
-327
56
$1.9M 0.39%
65,912
+2,664
57
$1.8M 0.37%
3,226
-119
58
$1.68M 0.34%
9,966
+209
59
$1.57M 0.32%
3,674
-195
60
$1.48M 0.3%
7,822
61
$1.38M 0.28%
13,835
-4,392
62
$1.37M 0.28%
16,864
-1,047
63
$1.34M 0.27%
30,639
-412
64
$1.3M 0.26%
10,552
-197
65
$1.16M 0.24%
29,754
66
$1.1M 0.23%
11,555
-908
67
$1.1M 0.22%
35,525
+2,416
68
$1.08M 0.22%
8,177
-106
69
$1.04M 0.21%
+36,520
70
$1.03M 0.21%
2,734
71
$1.03M 0.21%
10,599
-752
72
$910K 0.19%
1,693
73
$906K 0.18%
5,287
-1,666
74
$885K 0.18%
23,857
+312
75
$879K 0.18%
6,200
+69
1 2
3
4 5