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
$374M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,652
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.76M
3
+$1.71M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.13M

Top Sells

1
+$7.14M
2
+$1.64M
3
+$926K
4
TDOC icon
Teladoc Health
TDOC
+$745K
5
VUG icon
Vanguard Growth ETF
VUG
+$567K

Sector Composition

1 Technology 9.42%
2 Financials 8.98%
3 Healthcare 8.9%
4 Consumer Staples 6.46%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$96K 0.02%
+2,063
602
$95K 0.02%
+1,225
603
$95K 0.02%
+2,498
604
$95K 0.02%
+2,016
605
$95K 0.02%
+5,031
606
$95K 0.02%
+2,846
607
$95K 0.02%
+5,579
608
$94K 0.02%
+7,525
609
$94K 0.02%
16,911
-1,495
610
$94K 0.02%
+1,412
611
$94K 0.02%
+1,630
612
$93K 0.02%
+3,008
613
$92K 0.02%
+2,836
614
$92K 0.02%
+3,868
615
$92K 0.02%
+7,492
616
$92K 0.02%
+2,350
617
$92K 0.02%
+2,083
618
$92K 0.02%
+3,130
619
$90K 0.02%
+3,270
620
$90K 0.02%
15,393
+791
621
$90K 0.02%
+1,286
622
$90K 0.02%
+2,622
623
$89K 0.02%
20,046
+2,237
624
$89K 0.02%
+890
625
$89K 0.02%
+677
23 24
25
26 27