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
526
$115K 0.03%
+2,920
527
$115K 0.03%
+2,000
528
$115K 0.03%
+2,473
529
$114K 0.03%
+4,245
530
$114K 0.03%
+1,706
531
$113K 0.03%
14,363
+2,795
532
$113K 0.03%
+761
533
$113K 0.03%
+10,491
534
$112K 0.02%
+2,638
535
$112K 0.02%
+3,956
536
$112K 0.02%
+2,792
537
$111K 0.02%
+1,519
538
$111K 0.02%
+997
539
$111K 0.02%
+1,146
540
$111K 0.02%
+2,314
541
$111K 0.02%
+3,543
542
$111K 0.02%
+3,012
543
$110K 0.02%
+3,290
544
$110K 0.02%
16,071
+1,324
545
$110K 0.02%
+1,089
546
$109K 0.02%
+10,569
547
$109K 0.02%
+1,217
548
$109K 0.02%
+922
549
$109K 0.02%
+6,192
550
$108K 0.02%
+1,307
20 21
22
23 24