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
426
$149K 0.03%
+2,705
427
$148K 0.03%
+974
428
$148K 0.03%
+2,428
429
$147K 0.03%
+2,003
430
$145K 0.03%
+17,540
431
$145K 0.03%
+4,982
432
$144K 0.03%
+2,602
433
$144K 0.03%
+3,270
434
$144K 0.03%
+839
435
$143K 0.03%
+3,652
436
$143K 0.03%
+1,526
437
$143K 0.03%
+1,940
438
$143K 0.03%
+1,182
439
$143K 0.03%
+2,140
440
$143K 0.03%
+705
441
$142K 0.03%
+2,693
442
$142K 0.03%
+5,357
443
$142K 0.03%
+3,544
444
$142K 0.03%
+1,006
445
$141K 0.03%
+2,616
446
$141K 0.03%
+1,626
447
$141K 0.03%
2,795
+342
448
$140K 0.03%
+1,986
449
$140K 0.03%
+2,150
450
$140K 0.03%
+4,682