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
$1.26B
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.12M
3
+$2.04M
4
PICB icon
Invesco International Corporate Bond ETF
PICB
+$2.03M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.35M

Top Sells

1
+$10.4M
2
+$9.05M
3
+$5.23M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.06M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.39M

Sector Composition

1 Technology 13.9%
2 Financials 5.77%
3 Healthcare 5.17%
4 Consumer Discretionary 4.27%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
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