CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.47B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$962M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.7M
3
+$8.87M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$8.69M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.44M

Top Sells

1
+$12.6M
2
+$11.5M
3
+$7.91M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.27M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.91M

Sector Composition

1 Technology 8.64%
2 Healthcare 6.75%
3 Financials 5.97%
4 Communication Services 4.92%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
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