CCM
Canal Capital Management Portfolio holdings
AUM
$618M
1-Year Return
15.22%
This Quarter Return
+1.14%
1 Year Return
+15.22%
3 Year Return
+19.16%
5 Year Return
+107.57%
10 Year Return
+197.55%
AUM
$490M
AUM Growth
-$4.06M
(-0.82%)
Cap. Flow
-$7.16M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
47.73%
Holding
155
New
6
Increased
53
Reduced
55
Closed
6
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$15.6M |
| 2 |
Insteel Industries
IIIN
|
$3.48M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.78M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.19M |
| 5 |
Burney US Factor Rotation ETF
BRNY
|
$1.04M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14M |
| 2 |
Old Dominion Freight Line
ODFL
|
$4.92M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.37M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$2.07M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.78M |
Sector Composition
| 1 | Industrials | 28.93% |
| 2 | Technology | 14.31% |
| 3 | Financials | 7.89% |
| 4 | Consumer Staples | 7.57% |
| 5 | Healthcare | 5.81% |
