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
$455M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.84M
3
+$2.3M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.76M
5
IEV icon
iShares Europe ETF
IEV
+$1.48M

Top Sells

1
+$9.26M
2
+$2.92M
3
+$2.74M
4
WFC icon
Wells Fargo
WFC
+$1.94M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.51M

Sector Composition

1 Technology 11.03%
2 Financials 10.05%
3 Healthcare 8.08%
4 Consumer Discretionary 5.14%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$201K 0.02%
+1,256
377
$201K 0.02%
+3,252
378
$200K 0.02%
3,999
-233
379
$200K 0.02%
+1,492
380
$200K 0.02%
+487
381
$200K 0.02%
+4,140
382
$200K 0.02%
+1,319
383
$200K 0.02%
+7,252
384
$200K 0.02%
21,819
+5,066
385
$200K 0.02%
+5,820
386
$200K 0.02%
+1,885
387
$198K 0.02%
12,843
-912
388
$198K 0.02%
18,397
-617
389
$191K 0.02%
27,937
-583
390
$187K 0.02%
12,569
+1,146
391
$183K 0.02%
59,901
-6,468
392
$169K 0.02%
29,506
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393
$163K 0.02%
24,123
+1,783
394
$161K 0.02%
11,372
-205
395
$156K 0.02%
10,923
-232
396
$155K 0.02%
+11,277
397
$151K 0.02%
26,431
-1,529
398
$148K 0.02%
2,607
+38
399
$144K 0.02%
11,142
+261
400
$128K 0.02%
11,178
13 14 15
16
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