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
626
$89K 0.02%
+1,646
627
$89K 0.02%
+1,835
628
$88K 0.02%
22,200
+3,256
629
$88K 0.02%
+2,267
630
$88K 0.02%
+4,880
631
$88K 0.02%
+2,099
632
$88K 0.02%
+2,133
633
$87K 0.02%
+656
634
$87K 0.02%
+959
635
$86K 0.02%
+5,692
636
$86K 0.02%
+7,777
637
$86K 0.02%
+1,403
638
$86K 0.02%
+3,491
639
$86K 0.02%
+2,224
640
$86K 0.02%
+445
641
$86K 0.02%
+11,053
642
$85K 0.02%
17,418
-1,523
643
$85K 0.02%
+1,139
644
$85K 0.02%
+1,258
645
$84K 0.02%
14,348
-359
646
$84K 0.02%
+1,802
647
$84K 0.02%
+3,915
648
$84K 0.02%
+1,266
649
$84K 0.02%
+980
650
$84K 0.02%
+2,698
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