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
$374M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,652
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.76M
3
+$1.71M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.13M

Top Sells

1
+$7.14M
2
+$1.64M
3
+$926K
4
TDOC icon
Teladoc Health
TDOC
+$745K
5
VUG icon
Vanguard Growth ETF
VUG
+$567K

Sector Composition

1 Technology 9.42%
2 Financials 8.98%
3 Healthcare 8.9%
4 Consumer Staples 6.46%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$266K 0.06%
3,199
-84
252
$266K 0.06%
3,684
+106
253
$264K 0.06%
3,924
+173
254
$264K 0.06%
4,200
+175
255
$263K 0.06%
330
-4
256
$263K 0.06%
5,869
-500
257
$262K 0.06%
16,856
-700
258
$262K 0.06%
5,580
-555
259
$262K 0.06%
2,235
+8
260
$261K 0.06%
66,106
+7,031
261
$259K 0.06%
16,740
+590
262
$258K 0.06%
66,024
+15,588
263
$255K 0.06%
+5,262
264
$255K 0.06%
2,400
-5,336
265
$255K 0.06%
6,095
-76
266
$252K 0.06%
2,461
-257
267
$252K 0.06%
6,227
+275
268
$251K 0.06%
8,306
+238
269
$251K 0.06%
6,363
+243
270
$251K 0.06%
4,290
-105
271
$250K 0.06%
1,965
+159
272
$248K 0.06%
+9,736
273
$248K 0.06%
4,208
-744
274
$247K 0.05%
4,260
-1,237
275
$246K 0.05%
+7,951
9 10
11
12 13