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
$572M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.51M
3
+$1.5M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.41M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.31M

Top Sells

1
+$1.33M
2
+$1.25M
3
+$1.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$705K
5
HAIN icon
Hain Celestial
HAIN
+$645K

Sector Composition

1 Technology 14.85%
2 Healthcare 7.81%
3 Consumer Discretionary 6.96%
4 Financials 6.7%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$218K 0.02%
+2,551
377
$217K 0.02%
16,140
-1,758
378
$216K 0.02%
+7,072
379
$216K 0.02%
+3,008
380
$216K 0.02%
+1,771
381
$215K 0.02%
1,176
-138
382
$214K 0.02%
+6,248
383
$214K 0.02%
11,291
-472
384
$214K 0.02%
+1,712
385
$213K 0.02%
8,811
-4,805
386
$211K 0.02%
31,622
-4,668
387
$210K 0.02%
5,181
-8,469
388
$210K 0.02%
+3,359
389
$210K 0.02%
4,052
-164
390
$210K 0.02%
3,533
+141
391
$210K 0.02%
1,525
-145
392
$210K 0.02%
3,108
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393
$209K 0.02%
+5,705
394
$208K 0.02%
4,388
-340
395
$208K 0.02%
+1,284
396
$207K 0.02%
2,288
-430
397
$207K 0.02%
17,978
+1,972
398
$205K 0.02%
627
-119
399
$205K 0.02%
1,280
-138
400
$205K 0.02%
612
-34
14 15
16
17 18