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
701
$72K 0.02%
+505
702
$71K 0.02%
+952
703
$71K 0.02%
+2,660
704
$71K 0.02%
+914
705
$71K 0.02%
+2,249
706
$71K 0.02%
+2,592
707
$71K 0.02%
+1,175
708
$71K 0.02%
+6,674
709
$71K 0.02%
+1,530
710
$70K 0.02%
+2,153
711
$70K 0.02%
+4,423
712
$70K 0.02%
+2,482
713
$69K 0.02%
+1,375
714
$69K 0.02%
+837
715
$69K 0.02%
+5,343
716
$69K 0.02%
+1,886
717
$69K 0.02%
+513
718
$69K 0.02%
+1,186
719
$69K 0.02%
+3,071
720
$69K 0.02%
+2,570
721
$68K 0.02%
+3,511
722
$68K 0.02%
+3,330
723
$68K 0.02%
+6,102
724
$68K 0.02%
+1,480
725
$67K 0.01%
+746