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
501
$123K 0.03%
+4,666
502
$123K 0.03%
+5,460
503
$122K 0.03%
+2,592
504
$121K 0.03%
+1,966
505
$121K 0.03%
+135,760
506
$121K 0.03%
+1,594
507
$121K 0.03%
+5,254
508
$120K 0.03%
+4,542
509
$120K 0.03%
+4,500
510
$120K 0.03%
11,482
-1,133
511
$120K 0.03%
+7,816
512
$119K 0.03%
+2,683
513
$119K 0.03%
+7,175
514
$119K 0.03%
1,537
515
$118K 0.03%
+1,383
516
$118K 0.03%
+598
517
$118K 0.03%
+1,776
518
$117K 0.03%
+7,621
519
$117K 0.03%
+4,135
520
$116K 0.03%
+722
521
$116K 0.03%
+1,607
522
$116K 0.03%
+9,266
523
$116K 0.03%
+2,625
524
$116K 0.03%
+1,395
525
$115K 0.03%
+2,662
19 20
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