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
$417M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$2.17M
3 +$1.96M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$1.88M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Top Sells

1 +$1.55M
2 +$741K
3 +$703K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$506K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$451K

Sector Composition

1 Technology 12.16%
2 Financials 9.9%
3 Healthcare 7.8%
4 Consumer Discretionary 6.12%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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402
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0
405
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406
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420
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421
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422
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