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
$165M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.94M
3
+$739K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$708K
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$705K

Top Sells

1
+$5.46M
2
+$1.69M
3
+$1.68M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$1.2M

Sector Composition

1 Industrials 13.65%
2 Financials 10.2%
3 Consumer Discretionary 8.63%
4 Technology 6.74%
5 Healthcare 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.28%
7,399
+3,129
77
$464K 0.28%
9,675
78
$458K 0.28%
4,539
-667
79
$436K 0.26%
8,871
+2,984
80
$435K 0.26%
2,798
+65
81
$424K 0.26%
1,605
+1
82
$418K 0.25%
8,823
+608
83
$385K 0.23%
+7,812
84
$384K 0.23%
2,435
+216
85
$359K 0.22%
4,943
-16,591
86
$327K 0.2%
2,124
+277
87
$324K 0.2%
1,625
+106
88
$308K 0.19%
2,807
+592
89
$303K 0.18%
21,233
+276
90
$299K 0.18%
4,897
+18
91
$292K 0.18%
6,346
+706
92
$279K 0.17%
+23,760
93
$278K 0.17%
+12,244
94
$277K 0.17%
4,212
+94
95
$271K 0.16%
+13,822
96
$267K 0.16%
+5,248
97
$265K 0.16%
+10,455
98
$255K 0.15%
+7,178
99
$243K 0.15%
59,120
-3,920
100
$232K 0.14%
6,300
+132
1 2 3
4
5