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
401
$163K 0.04%
+18,050
402
$163K 0.04%
+5,168
403
$162K 0.04%
+4,324
404
$162K 0.04%
+491
405
$161K 0.04%
+7,584
406
$160K 0.04%
+2,562
407
$160K 0.04%
+2,228
408
$159K 0.04%
+2,546
409
$159K 0.04%
3,589
+375
410
$159K 0.04%
+3,417
411
$158K 0.04%
+8,480
412
$158K 0.04%
+5,734
413
$157K 0.03%
+3,954
414
$157K 0.03%
+6,107
415
$157K 0.03%
+825
416
$156K 0.03%
12,631
+2,363
417
$156K 0.03%
+2,810
418
$154K 0.03%
+4,288
419
$153K 0.03%
+4,955
420
$152K 0.03%
+4,317
421
$152K 0.03%
962
-130
422
$150K 0.03%
+1,891
423
$150K 0.03%
+168
424
$150K 0.03%
+1,557
425
$150K 0.03%
+2,503
15 16
17
18 19