CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.46B
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.4M
3 +$1.55M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.36M
5
AMZN icon
Amazon
AMZN
+$1.32M

Top Sells

1 +$4.57M
2 +$3.14M
3 +$2.03M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.94M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.87M

Sector Composition

1 Technology 12.08%
2 Financials 10.3%
3 Healthcare 8.21%
4 Consumer Discretionary 6.01%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$410K 0.06%
8,025
+382
227
$410K 0.06%
5,573
+242
228
$410K 0.06%
6,750
+4
229
$409K 0.05%
47,049
+14,430
230
$408K 0.05%
10,919
+2,419
231
$408K 0.05%
3,496
+612
232
$408K 0.05%
6,437
+769
233
$405K 0.05%
4,961
234
$403K 0.05%
2,946
+444
235
$401K 0.05%
8,136
+61
236
$396K 0.05%
4,661
+24
237
$394K 0.05%
2,934
+478
238
$394K 0.05%
6,044
-608
239
$389K 0.05%
5,206
+634
240
$388K 0.05%
4,762
-3
241
$387K 0.05%
9,426
-286
242
$387K 0.05%
4,211
-7
243
$381K 0.05%
7,801
+671
244
$380K 0.05%
839
+143
245
$374K 0.05%
15,738
+313
246
$371K 0.05%
3,540
+95
247
$369K 0.05%
10,686
+993
248
$368K 0.05%
1,610
+225
249
$367K 0.05%
8,054
+3,555
250
$367K 0.05%
2,139
+276