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
251
$365K 0.05%
3,738
-204
252
$364K 0.05%
3,020
-157
253
$363K 0.05%
6,448
-269
254
$361K 0.05%
3,888
-109
255
$359K 0.05%
5,573
+878
256
$358K 0.05%
7,086
+397
257
$357K 0.05%
5,131
+1,216
258
$357K 0.05%
9,528
-2,000
259
$357K 0.05%
5,622
+1,448
260
$356K 0.05%
2,171
+62
261
$354K 0.05%
1,773
+483
262
$353K 0.05%
5,464
+774
263
$353K 0.05%
11,034
+300
264
$350K 0.05%
8,960
-229
265
$348K 0.05%
5,392
+398
266
$348K 0.05%
10,998
+2,626
267
$347K 0.05%
3,237
+331
268
$347K 0.05%
5,923
+461
269
$346K 0.05%
7,886
+164
270
$346K 0.05%
59,417
-2,017
271
$346K 0.05%
6,954
-226
272
$345K 0.05%
4,226
+508
273
$343K 0.05%
+3,689
274
$337K 0.05%
7,502
+92
275
$331K 0.04%
13,365
+1,704
9 10
11
12 13