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
$572M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.51M
3
+$1.5M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.41M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.31M

Top Sells

1
+$1.33M
2
+$1.25M
3
+$1.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$705K
5
HAIN icon
Hain Celestial
HAIN
+$645K

Sector Composition

1 Technology 14.85%
2 Healthcare 7.81%
3 Consumer Discretionary 6.96%
4 Financials 6.7%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$242K 0.03%
+4,572
352
$241K 0.03%
2,257
-218
353
$241K 0.03%
2,314
-551
354
$239K 0.03%
8,130
-192
355
$239K 0.03%
4,056
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356
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1,386
-164
357
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1,077
+16
358
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2,560
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359
$236K 0.03%
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360
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1,496
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361
$235K 0.03%
3,702
-348
362
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363
$229K 0.03%
+1,891
364
$228K 0.03%
9,051
-4,385
365
$227K 0.03%
+2,115
366
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367
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368
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369
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370
$222K 0.02%
2,235
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371
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2,440
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372
$221K 0.02%
+7,884
373
$220K 0.02%
4,677
-368
374
$220K 0.02%
4,002
-381
375
$219K 0.02%
2,128
-448
13 14
15
16 17