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
$1.12B
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$3.79M
3
+$3.72M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.44M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.02M

Top Sells

1
+$11.8M
2
+$8.83M
3
+$5.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.54M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$3.19M

Sector Composition

1 Technology 11.48%
2 Healthcare 5.8%
3 Communication Services 5.64%
4 Financials 5.37%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
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