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
451
$139K 0.03%
+80
452
$139K 0.03%
+2,628
453
$138K 0.03%
+8,304
454
$138K 0.03%
9,784
+575
455
$137K 0.03%
+4,370
456
$137K 0.03%
+2,022
457
$137K 0.03%
23,249
+665
458
$137K 0.03%
+2,884
459
$136K 0.03%
32,416
+706
460
$135K 0.03%
+2,955
461
$134K 0.03%
+14,094
462
$134K 0.03%
12,746
+1,762
463
$134K 0.03%
1,690
-291
464
$133K 0.03%
+2,656
465
$133K 0.03%
+570
466
$133K 0.03%
+7,955
467
$133K 0.03%
+1,599
468
$132K 0.03%
+1,198
469
$132K 0.03%
+2,432
470
$132K 0.03%
3,345
-709
471
$132K 0.03%
+1,696
472
$132K 0.03%
8,223
+149
473
$131K 0.03%
+1,391
474
$130K 0.03%
+830
475
$129K 0.03%
+3,343
17 18
19
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