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
$198M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$2.96M
3
+$2.56M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.36M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.87M

Top Sells

1
+$3.73M
2
+$3.68M
3
+$1.81M
4
GM icon
General Motors
GM
+$1.76M
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$1.13M

Sector Composition

1 Industrials 14.34%
2 Financials 11.45%
3 Technology 7.72%
4 Consumer Discretionary 7.67%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-105,739
127
– –
-28,095
128
– –
-89,613
129
– –
-5,655
130
– –
-7,433
2 3 4 5
6