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
$455M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.84M
3
+$2.3M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.76M
5
IEV icon
iShares Europe ETF
IEV
+$1.48M

Top Sells

1
+$9.26M
2
+$2.92M
3
+$2.74M
4
WFC icon
Wells Fargo
WFC
+$1.94M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.51M

Sector Composition

1 Technology 11.03%
2 Financials 10.05%
3 Healthcare 8.08%
4 Consumer Discretionary 5.14%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$222K 0.03%
4,373
-217
352
$221K 0.03%
+5,064
353
$221K 0.03%
1,853
-8
354
$220K 0.03%
360
-27
355
$217K 0.03%
1,180
-59
356
$217K 0.03%
842
-43
357
$216K 0.03%
+2,879
358
$214K 0.03%
5,347
-690
359
$214K 0.03%
+1,169
360
$212K 0.02%
4,661
-407
361
$212K 0.02%
+5,126
362
$211K 0.02%
+4,530
363
$209K 0.02%
12,825
-2,693
364
$208K 0.02%
+597
365
$208K 0.02%
17,186
-2,293
366
$207K 0.02%
+7,086
367
$206K 0.02%
+1,829
368
$206K 0.02%
64,303
-2,998
369
$205K 0.02%
+5,538
370
$204K 0.02%
+6,870
371
$204K 0.02%
+14,350
372
$203K 0.02%
+1,284
373
$202K 0.02%
+4,442
374
$201K 0.02%
+4,466
375
$201K 0.02%
+5,001
13 14
15
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