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
$305M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 11.05%
2 Technology 9.56%
3 Financials 8.55%
4 Consumer Staples 6.43%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-7,811