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
351
$192K 0.04%
+3,717
352
$191K 0.04%
5,734
-72
353
$190K 0.04%
5,307
-823
354
$190K 0.04%
+5,466
355
$188K 0.04%
1,819
-470
356
$188K 0.04%
+4,087
357
$187K 0.04%
+36,425
358
$186K 0.04%
+3,422
359
$186K 0.04%
+2,176
360
$185K 0.04%
3,879
+320
361
$184K 0.04%
2,239
+153
362
$183K 0.04%
+3,475
363
$181K 0.04%
+4,639
364
$181K 0.04%
1,762
-286
365
$181K 0.04%
1,522
-340
366
$180K 0.04%
+2,247
367
$180K 0.04%
+5,347
368
$180K 0.04%
+6,255
369
$180K 0.04%
+1,622
370
$180K 0.04%
29,907
+3,884
371
$179K 0.04%
+20,823
372
$179K 0.04%
+6,429
373
$178K 0.04%
+6,712
374
$178K 0.04%
1,695
-185
375
$177K 0.04%
+1,695
13 14
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