CCM

Check Capital Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$786M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$16.8M
3
+$12.7M
4
MCD icon
McDonald's
MCD
+$12.4M
5
WMT icon
Walmart Inc
WMT
+$10.2M

Top Sells

1
+$1.54M
2
+$1.45M
3
+$496K
4
FISV
Fiserv Inc
FISV
+$402K
5
VOD icon
Vodafone
VOD
+$342K

Sector Composition

1 Financials 50.46%
2 Technology 23.39%
3 Healthcare 12.53%
4 Consumer Staples 6.78%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.03%
+182
52
$192K 0.02%
12,300
+100
53
– –
-1,610
54
– –
-19,126
55
– –
-8,535
1 2
3