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
276
$330K 0.04%
17,959
+2,267
277
$329K 0.04%
15,355
+427
278
$328K 0.04%
1,399
+45
279
$327K 0.04%
3,111
+275
280
$326K 0.04%
6,322
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281
$324K 0.04%
1,984
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282
$321K 0.04%
5,411
+294
283
$321K 0.04%
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-256
284
$320K 0.04%
3,899
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285
$319K 0.04%
9,056
+1,850
286
$316K 0.04%
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-50
287
$310K 0.04%
9,355
+156
288
$308K 0.04%
24,656
-1,007
289
$306K 0.04%
19,689
+5,039
290
$301K 0.04%
4,528
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291
$299K 0.04%
10,622
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292
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14,216
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293
$298K 0.04%
1
294
$297K 0.04%
13,612
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295
$293K 0.04%
4,303
-42
296
$293K 0.04%
7,279
+61
297
$292K 0.04%
5,880
+291
298
$289K 0.04%
+13,148
299
$289K 0.04%
2,016
-31
300
$286K 0.04%
+4,098
10 11
12
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