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
676
$76K 0.02%
+4,266
677
$76K 0.02%
+1,057
678
$76K 0.02%
+2,430
679
$76K 0.02%
+3,112
680
$76K 0.02%
24,491
-322
681
$76K 0.02%
+6,932
682
$75K 0.02%
+3,162
683
$75K 0.02%
+2,615
684
$75K 0.02%
+2,053
685
$75K 0.02%
+2,231
686
$75K 0.02%
+4,604
687
$75K 0.02%
+2,032
688
$74K 0.02%
+984
689
$74K 0.02%
+1,183
690
$74K 0.02%
+4,038
691
$74K 0.02%
+1,833
692
$73K 0.02%
+1,574
693
$73K 0.02%
+655
694
$73K 0.02%
+1,579
695
$72K 0.02%
+3,451
696
$72K 0.02%
+309
697
$72K 0.02%
+778
698
$72K 0.02%
+1,157
699
$72K 0.02%
+2,980
700
$72K 0.02%
+682
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