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
$124M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.35M
3
+$2.19M
4
WRK
WestRock Company
WRK
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.76M

Top Sells

1
+$1.72M
2
+$404K
3
+$320K
4
APA icon
APA Corp
APA
+$224K
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$222K

Sector Composition

1 Financials 10.69%
2 Consumer Discretionary 5.45%
3 Technology 4.63%
4 Consumer Staples 4.3%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.19%
+1,520
77
$237K 0.19%
+2,931
78
$219K 0.18%
2,948
-396
79
$218K 0.18%
+3,384
80
$217K 0.18%
+1,615
81
$212K 0.17%
2,516
+199
82
$202K 0.16%
+4,989
83
– –
-3,500
84
– –
-3,572
85
– –
-5,143
86
– –
-7,932
1 2 3
4