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
376
$177K 0.04%
3,357
-623
377
$175K 0.04%
+4,252
378
$175K 0.04%
+960
379
$173K 0.04%
+2,847
380
$173K 0.04%
+3,392
381
$173K 0.04%
+5,889
382
$173K 0.04%
+3,621
383
$173K 0.04%
+2,374
384
$173K 0.04%
+2,888
385
$171K 0.04%
+2,613
386
$171K 0.04%
+1,711
387
$170K 0.04%
+5,047
388
$170K 0.04%
+5,003
389
$170K 0.04%
+2,517
390
$169K 0.04%
+889
391
$169K 0.04%
26,456
-1,298
392
$169K 0.04%
+3,573
393
$168K 0.04%
+4,108
394
$168K 0.04%
+1,518
395
$167K 0.04%
20,704
+916
396
$167K 0.04%
+9,755
397
$166K 0.04%
+5,587
398
$165K 0.04%
+4,517
399
$163K 0.04%
+1,639
400
$163K 0.04%
+1,820
14 15
16
17 18