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
$181M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$716K
3
+$619K
4
AAPL icon
Apple
AAPL
+$533K
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$508K

Top Sells

1
+$4.17M
2
+$2.19M
3
+$1.63M
4
CVX icon
Chevron
CVX
+$1.24M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$698K

Sector Composition

1 Financials 10.27%
2 Technology 7.06%
3 Consumer Discretionary 6.88%
4 Industrials 6.74%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$558K 0.31%
4,781
+1,098
77
$520K 0.29%
3,412
+7
78
$519K 0.29%
3,798
+189
79
$516K 0.28%
5,465
-346
80
$508K 0.28%
+12,288
81
$498K 0.27%
4,291
-324
82
$477K 0.26%
22,705
+8,723
83
$474K 0.26%
16,694
-509
84
$462K 0.25%
8,994
85
$460K 0.25%
15,827
-2,410
86
$454K 0.25%
1,480
-47
87
$440K 0.24%
1,647
+5
88
$420K 0.23%
5,027
-1,949
89
$411K 0.23%
6,222
90
$409K 0.23%
+5,555
91
$401K 0.22%
12,689
+5,199
92
$398K 0.22%
+9,620
93
$377K 0.21%
6,805
+82
94
$373K 0.21%
3,860
+98
95
$361K 0.2%
+2,458
96
$357K 0.2%
7,945
+615
97
$349K 0.19%
7,020
+38
98
$341K 0.19%
8,402
99
$338K 0.19%
6,162
+19
100
$329K 0.18%
5,468
2 3
4
5 6