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
$618M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.32M
3
+$2.68M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.47M

Top Sells

1
+$6.93M
2
+$2.66M
3
+$2.26M
4
BX icon
Blackstone
BX
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Sector Composition

1 Industrials 21.52%
2 Technology 18.21%
3 Financials 10.26%
4 Consumer Staples 7.49%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.57%
15,307
+301
52
$3.5M 0.57%
87,254
-3,939
53
$3.32M 0.54%
+43,857
54
$3.09M 0.5%
31,913
+10,450
55
$2.85M 0.46%
37,256
+398
56
$2.83M 0.46%
29,607
+8,959
57
$2.75M 0.45%
4,698
+939
58
$2.68M 0.43%
+5,517
59
$2.55M 0.41%
27,598
+1,057
60
$2.44M 0.39%
2,734
61
$2.42M 0.39%
89,460
-16,416
62
$2.33M 0.38%
88,890
-2,916
63
$2.28M 0.37%
60,280
+599
64
$2.08M 0.34%
43,535
+4,615
65
$1.88M 0.3%
7,822
66
$1.51M 0.25%
36,520
67
$1.49M 0.24%
7,819
-327
68
$1.44M 0.23%
5,961
+3,028
69
$1.42M 0.23%
17,950
70
$1.41M 0.23%
7,924
-2,117
71
$1.36M 0.22%
1,761
+11
72
$1.35M 0.22%
+20,504
73
$1.33M 0.22%
6,911
-134
74
$1.33M 0.22%
33,663
75
$1.31M 0.21%
21,009
+13,593
1 2
3
4 5