CCM
Canal Capital Management Portfolio holdings
AUM
$618M
This Quarter Return
-14.03%
1 Year Return
+15.22%
3 Year Return
+19.16%
5 Year Return
+107.57%
10 Year Return
+197.55%
AUM
$178M
AUM Growth
+$178M
(-10%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
8.92%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
125
New
11
Increased
64
Reduced
21
Closed
28
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
$10M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.6M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.32M |
| 4 |
Altria Group
MO
|
$2.23M |
| 5 |
Charles Schwab
SCHW
|
$2.15M |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$3.75M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.36M |
| 3 |
Blackrock
BLK
|
$2.35M |
| 4 |
Cummins
CMI
|
$2.2M |
| 5 |
LyondellBasell Industries
LYB
|
$1.77M |
Sector Composition
| 1 | Industrials | 16.18% |
| 2 | Financials | 11.4% |
| 3 | Technology | 9.25% |
| 4 | Consumer Discretionary | 7.76% |
| 5 | Healthcare | 6.29% |
