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
$454M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.97M
3
+$6.91M
4
DUK icon
Duke Energy
DUK
+$4.93M
5
BG icon
Bunge Global
BG
+$4.67M

Top Sells

1
+$10.9M
2
+$5.46M
3
+$4.52M
4
MO icon
Altria Group
MO
+$4.42M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.98M

Sector Composition

1 Industrials 26.23%
2 Technology 13.66%
3 Consumer Staples 8.21%
4 Financials 8.11%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.17%
2,155
+51
77
$759K 0.17%
+18,998
78
$756K 0.17%
13,526
+265
79
$705K 0.16%
14,753
-4,306
80
$696K 0.15%
4,382
-95
81
$672K 0.15%
19,716
+2,151
82
$660K 0.15%
219,324
83
$653K 0.14%
4,241
-24,464
84
$608K 0.13%
7,646
85
$592K 0.13%
8,251
+40
86
$585K 0.13%
+3,194
87
$582K 0.13%
20,610
-2,000
88
$580K 0.13%
5,379
-28,113
89
$566K 0.12%
14,559
-1,058
90
$555K 0.12%
10,119
+113
91
$536K 0.12%
1,562
+15
92
$532K 0.12%
14,942
-516
93
$515K 0.11%
6,207
-16,377
94
$499K 0.11%
8,980
95
$491K 0.11%
4,723
+743
96
$474K 0.1%
7,645
97
$463K 0.1%
3,000
98
$451K 0.1%
4,904
99
$445K 0.1%
37,688
+13,879
100
$442K 0.1%
14,752
-22
2 3
4
5 6