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CCA
Checchi Capital Advisers Portfolio holdings
AUM
$1.46B
1-Year Est. Return
19.17%
This Fund
S&P 500
This Quarter
Est. Return
-3.83%
1 Year Est. Return
+19.17%
3 Year Est. Return
+56.07%
5 Year Est. Return
+61.01%
10 Year Est. Return
+221.06%
AUM
$972M
AUM Growth
+$66M
(+7.3%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
11.46%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
578
New
41
Increased
415
Reduced
74
Closed
30
Top Buys
| 1 |
ZipRecruiter
ZIP
|
+$32.2M |
| 2 |
Vanguard Value ETF
VTV
|
+$8.25M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$7.37M |
| 4 |
iShares MBS ETF
MBB
|
+$6.88M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$6.86M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$22.2M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.65M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.12M |
| 4 |
Wells Fargo
WFC
|
+$2.09M |
| 5 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$1.89M |
Sector Composition
| 1 | Technology | 11.25% |
| 2 | Financials | 7.28% |
| 3 | Communication Services | 7.15% |
| 4 | Healthcare | 6.6% |
| 5 | Consumer Discretionary | 4.58% |
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