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
$1.03B
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.62M
3 +$7.45M
4
TTD icon
Trade Desk
TTD
+$2.49M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.37M

Top Sells

1 +$11.1M
2 +$8.88M
3 +$7.84M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.22M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$2.83M

Sector Composition

1 Technology 10.51%
2 Healthcare 6.18%
3 Financials 5.31%
4 Communication Services 5.1%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-2,609