CCM

Check Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 8.7%
This Quarter Est. Return
1 Year Est. Return
+8.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$988M
AUM Growth
+$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$1.73M
3
+$1.11M
4
C icon
Citigroup
C
+$243K
5
VZ icon
Verizon
VZ
+$208K

Top Sells

1
+$10.4M
2
+$4.13M
3
+$3.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$2.01M

Sector Composition

1 Financials 52.24%
2 Consumer Discretionary 20.69%
3 Industrials 8.31%
4 Communication Services 7.33%
5 Energy 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$877K 0.05%
3,814
+46
27
$430K 0.02%
1,630
-300
28
$428K 0.02%
2,720
+1,000
29
$424K 0.02%
7,400
30
$398K 0.02%
5,700
-700
31
$381K 0.02%
2,340
32
$357K 0.02%
1,580
33
$353K 0.02%
1,500
34
$337K 0.02%
1,850
35
$330K 0.02%
13,520
36
$299K 0.02%
800
37
$249K 0.01%
1,635
-2,200
38
$243K 0.01%
+3,935
39
$224K 0.01%
1,100
40
$115K 0.01%
+2,144
1
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