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
551
$108K 0.02%
+7,922
552
$107K 0.02%
+1,606
553
$107K 0.02%
+1,816
554
$107K 0.02%
+3,020
555
$107K 0.02%
+2,443
556
$106K 0.02%
+1,542
557
$106K 0.02%
+1,259
558
$106K 0.02%
+2,188
559
$106K 0.02%
+933
560
$106K 0.02%
+1,915
561
$105K 0.02%
+2,354
562
$105K 0.02%
+306
563
$105K 0.02%
+2,985
564
$105K 0.02%
+2,879
565
$104K 0.02%
+1,637
566
$104K 0.02%
+1,619
567
$104K 0.02%
+8,492
568
$104K 0.02%
+1,065
569
$103K 0.02%
+951
570
$103K 0.02%
+648
571
$103K 0.02%
+2,311
572
$102K 0.02%
+812
573
$102K 0.02%
+2,293
574
$102K 0.02%
+1,641
575
$101K 0.02%
+2,196