CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.46B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$62.6M
2 +$15.4M
3 +$7.42M
4
APO icon
Apollo Global Management
APO
+$6.12M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.39M

Sector Composition

1 Technology 13.78%
2 Financials 6.91%
3 Consumer Discretionary 5.09%
4 Healthcare 4.4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-7,827
577
-591
578
-319
579
-905
580
-3,102
581
-1,168
582
-1,254
583
-39,455
584
-937
585
-7,975
586
-2,154
587
-1,579
588
-2,430
589
-4,635
590
-1,851
591
-7,562
592
-2,850