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
$308M
AUM Growth
+$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.77M
3
+$1.06M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$941K
5
TWTR
Twitter, Inc.
TWTR
+$845K

Top Sells

1
+$1.99M
2
+$1.36M
3
+$1.33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$939K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$831K

Sector Composition

1 Healthcare 9.17%
2 Technology 8.72%
3 Financials 7.93%
4 Consumer Staples 5.75%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.58%
41,559
+2,116
27
$2.12M 0.58%
29,467
+1,529
28
$2.12M 0.58%
38,361
-1,553
29
$2.09M 0.57%
63,859
-22,772
30
$1.92M 0.52%
31,455
+2,259
31
$1.87M 0.51%
76,156
+15,553
32
$1.83M 0.5%
18,625
+463
33
$1.81M 0.49%
60,159
+2,612
34
$1.8M 0.49%
14,436
+456
35
$1.8M 0.49%
16,648
-334
36
$1.76M 0.48%
81,237
+1,002
37
$1.71M 0.46%
35,003
-27,920
38
$1.68M 0.46%
12,113
+1,043
39
$1.65M 0.45%
62,871
+2,729
40
$1.64M 0.44%
45,313
+1,345
41
$1.63M 0.44%
37,491
+1,145
42
$1.63M 0.44%
19,739
+2,445
43
$1.59M 0.43%
18,707
+228
44
$1.57M 0.43%
17,324
-831
45
$1.56M 0.42%
33,081
+1,661
46
$1.52M 0.41%
19,120
+215
47
$1.46M 0.4%
11,785
+7,615
48
$1.44M 0.39%
36,224
-5,255
49
$1.44M 0.39%
26,736
+1,057
50
$1.43M 0.39%
18,102
+1,199
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