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
476
$129K 0.03%
+9,888
477
$129K 0.03%
+713
478
$129K 0.03%
+14,176
479
$128K 0.03%
+3,338
480
$127K 0.03%
+1,018
481
$127K 0.03%
+3,606
482
$127K 0.03%
+8,780
483
$126K 0.03%
+1,650
484
$126K 0.03%
+1,572
485
$126K 0.03%
+6,728
486
$126K 0.03%
+4,040
487
$126K 0.03%
+2,583
488
$126K 0.03%
+715
489
$125K 0.03%
+2,268
490
$125K 0.03%
+5,643
491
$125K 0.03%
+2,457
492
$125K 0.03%
+3,055
493
$125K 0.03%
+1,622
494
$124K 0.03%
+2,837
495
$124K 0.03%
+9,424
496
$124K 0.03%
+1,738
497
$124K 0.03%
879
-1,687
498
$124K 0.03%
+4,046
499
$123K 0.03%
+4,140
500
$123K 0.03%
+7,352