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
301
$285K 0.04%
2,587
+70
302
$284K 0.04%
+5,288
303
$283K 0.04%
4,383
+161
304
$281K 0.04%
9,442
-32
305
$281K 0.04%
3,558
+585
306
$280K 0.04%
452
+61
307
$280K 0.04%
2,092
+82
308
$279K 0.04%
15,140
+410
309
$279K 0.04%
5,091
+255
310
$276K 0.04%
+6,270
311
$272K 0.04%
+1,604
312
$271K 0.04%
+2,257
313
$271K 0.04%
15,573
+731
314
$269K 0.04%
+236
315
$267K 0.04%
+3,036
316
$264K 0.04%
+7,032
317
$262K 0.04%
4,363
+33
318
$262K 0.04%
4,909
+118
319
$262K 0.04%
9,233
-11,378
320
$261K 0.04%
950
+111
321
$260K 0.03%
2,921
-134
322
$258K 0.03%
2,207
+369
323
$256K 0.03%
5,318
+74
324
$256K 0.03%
+2,012
325
$255K 0.03%
+986
11 12
13
14 15