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
$410M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.4M
3 +$1.55M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.36M
5
AMZN icon
Amazon
AMZN
+$1.32M

Top Sells

1 +$4.57M
2 +$3.14M
3 +$2.03M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.94M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.87M

Sector Composition

1 Technology 12.08%
2 Financials 10.3%
3 Healthcare 8.21%
4 Consumer Discretionary 6.01%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$207K 0.03%
+1,738
377
$207K 0.03%
6,687
-552
378
$207K 0.03%
+4,242
379
$206K 0.03%
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380
$205K 0.03%
+2,401
381
$205K 0.03%
56,260
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382
$205K 0.03%
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383
$204K 0.03%
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$201K 0.03%
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385
$201K 0.03%
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$201K 0.03%
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387
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$200K 0.03%
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$200K 0.03%
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390
$185K 0.02%
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-8,046
391
$175K 0.02%
16,804
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392
$172K 0.02%
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$168K 0.02%
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394
$156K 0.02%
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$123K 0.02%
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396
$118K 0.02%
12,100
397
$115K 0.02%
22,371
-381
398
$106K 0.01%
+10,111
399
$103K 0.01%
17,484
+766
400
$100K 0.01%
14,936
+563