CCA
Checchi Capital Advisers Portfolio holdings
AUM
$1.43B
1-Year Return
13.5%
This Quarter Return
+1.35%
1 Year Return
+13.5%
3 Year Return
+50.97%
5 Year Return
+65.6%
10 Year Return
+122.13%
AUM
$353M
AUM Growth
-$12.2M
(-3.3%)
Cap. Flow
-$22.9M
Cap. Flow
% of AUM
-6.48%
Top 10 Holdings %
Top 10 Hldgs %
24.85%
Holding
412
New
17
Increased
69
Reduced
271
Closed
43
Top Buys
| 1 |
iShares Europe ETF
IEV
|
$1.34M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.29M |
| 3 |
iShares MSCI Hong Kong ETF
EWH
|
$1.17M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$831K |
| 5 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$825K |
Top Sells
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Financials | 9.17% |
| 3 | Healthcare | 8.6% |
| 4 | Consumer Staples | 6.14% |
| 5 | Communication Services | 5.7% |
