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
651
$83K 0.02%
+3,036
652
$83K 0.02%
+1,920
653
$83K 0.02%
+68
654
$83K 0.02%
+1,756
655
$82K 0.02%
+3,269
656
$81K 0.02%
+1,877
657
$81K 0.02%
+1,885
658
$81K 0.02%
+1,824
659
$80K 0.02%
+3,988
660
$80K 0.02%
+948
661
$80K 0.02%
+628
662
$80K 0.02%
+1,007
663
$80K 0.02%
+4,873
664
$79K 0.02%
+3,147
665
$78K 0.02%
+890
666
$78K 0.02%
+2,438
667
$78K 0.02%
+4,231
668
$78K 0.02%
+2,269
669
$78K 0.02%
+1,031
670
$78K 0.02%
+843
671
$78K 0.02%
+1,489
672
$77K 0.02%
+2,548
673
$77K 0.02%
+2,378
674
$77K 0.02%
+2,237
675
$77K 0.02%
+674
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