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
576
$101K 0.02%
22,800
+2,968
577
$101K 0.02%
+3,419
578
$101K 0.02%
+803
579
$100K 0.02%
+6,434
580
$100K 0.02%
+1,532
581
$99K 0.02%
+2,664
582
$99K 0.02%
+2,765
583
$99K 0.02%
+1,576
584
$99K 0.02%
+13,191
585
$98K 0.02%
+1,304
586
$98K 0.02%
+1,107
587
$98K 0.02%
+5,065
588
$98K 0.02%
+1,493
589
$98K 0.02%
+1,975
590
$97K 0.02%
+5,416
591
$97K 0.02%
+10,142
592
$97K 0.02%
+1,797
593
$97K 0.02%
+783
594
$97K 0.02%
+1,300
595
$96K 0.02%
+3,041
596
$96K 0.02%
+838
597
$96K 0.02%
+3,096
598
$96K 0.02%
14,794
-698
599
$96K 0.02%
+3,761
600
$96K 0.02%
+3,011
22 23
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