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
276
$238K 0.07%
6,114
-446
277
$238K 0.07%
+7,804
278
$237K 0.07%
+4,300
279
$237K 0.07%
3,333
+17
280
$237K 0.07%
3,207
+286
281
$236K 0.07%
1,199
-132
282
$235K 0.07%
+3,012
283
$234K 0.07%
343
-6
284
$233K 0.07%
4,268
-128
285
$232K 0.07%
6,142
-528
286
$232K 0.07%
+5,528
287
$232K 0.07%
+4,844
288
$231K 0.07%
+2,025
289
$230K 0.07%
5,099
290
$230K 0.07%
7,349
-81
291
$226K 0.07%
14,130
+1,337
292
$224K 0.07%
6,361
293
$224K 0.07%
9,861
-5,324
294
$223K 0.07%
4,684
+451
295
$222K 0.07%
+3,581
296
$221K 0.07%
2,439
-14
297
$220K 0.07%
+10,407
298
$220K 0.07%
+2,325
299
$220K 0.07%
16,213
+4,038
300
$220K 0.07%
23,112
+5,875
10 11
12
13 14