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
$294M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.29M
3
+$1.73M
4
MBB icon
iShares MBS ETF
MBB
+$1.1M
5
AAPL icon
Apple
AAPL
+$723K

Top Sells

1
+$1.07M
2
+$739K
3
+$399K
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$268K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$249K

Sector Composition

1 Technology 9.65%
2 Healthcare 9.38%
3 Financials 8.09%
4 Consumer Staples 6.07%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.08%
4,601
+527
252
$259K 0.08%
+7,914
253
$258K 0.08%
4,269
+252
254
$257K 0.08%
4,112
+990
255
$256K 0.08%
+6,670
256
$256K 0.08%
4,856
+384
257
$255K 0.08%
36,101
+11,008
258
$254K 0.08%
2,252
+478
259
$253K 0.07%
3,146
-102
260
$253K 0.07%
3,570
+445
261
$250K 0.07%
+5,687
262
$250K 0.07%
+5,355
263
$250K 0.07%
6,014
+1,493
264
$249K 0.07%
551
+36
265
$247K 0.07%
2,230
+421
266
$247K 0.07%
5,865
+462
267
$247K 0.07%
2,049
+260
268
$245K 0.07%
7,078
+618
269
$245K 0.07%
4,021
-196
270
$245K 0.07%
7,512
+1,010
271
$243K 0.07%
+2,405
272
$242K 0.07%
4,307
-171
273
$241K 0.07%
3,805
+779
274
$240K 0.07%
10,005
+1,195
275
$239K 0.07%
+1,095
9 10
11
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