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
101
$440K 0.1%
10,890
-135,141
102
$435K 0.1%
31,100
+2,700
103
$430K 0.09%
938
-62
104
$406K 0.09%
4,091
+89
105
$406K 0.09%
2,729
-1,836
106
$379K 0.08%
297
+34
107
$377K 0.08%
6,258
+15
108
$377K 0.08%
+7,532
109
$366K 0.08%
+7,410
110
$363K 0.08%
3,702
+117
111
$348K 0.08%
+4,997
112
$347K 0.08%
6,932
-53
113
$342K 0.08%
1,221
+83
114
$339K 0.07%
9,637
+5
115
$327K 0.07%
710
-53
116
$326K 0.07%
8,882
+1,019
117
$326K 0.07%
2,632
-2,578
118
$323K 0.07%
1,460
+53
119
$322K 0.07%
+4,282
120
$321K 0.07%
+1,545
121
$320K 0.07%
5,250
-44,575
122
$317K 0.07%
1,494
+5
123
$315K 0.07%
+2,283
124
$310K 0.07%
4,849
-62,310
125
$299K 0.07%
1,965
+9
3 4
5
6 7