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
51
$1.56M 0.35%
29,194
+7,664
52
$1.54M 0.34%
17,946
-2,809
53
$1.53M 0.34%
55,336
+30,570
54
$1.51M 0.34%
10,415
-1,630
55
$1.47M 0.33%
29,084
+2,752
56
$1.45M 0.32%
37,046
-474
57
$1.44M 0.32%
16,966
-689
58
$1.4M 0.31%
9,855
+1,462
59
$1.39M 0.31%
31,900
+4,449
60
$1.38M 0.31%
22,071
-1,374
61
$1.34M 0.3%
15,033
+1,784
62
$1.29M 0.29%
12,554
-1,162
63
$1.27M 0.28%
13,876
-1,076
64
$1.24M 0.28%
9,899
-812
65
$1.23M 0.27%
90,895
+4,973
66
$1.22M 0.27%
18,837
+1,116
67
$1.2M 0.27%
18,754
+633
68
$1.2M 0.27%
23,390
-1,572
69
$1.19M 0.26%
38,930
-2,782
70
$1.15M 0.26%
15,035
-1,407
71
$1.14M 0.25%
22,529
+451
72
$1.09M 0.24%
14,194
+172
73
$1.09M 0.24%
26,167
+2,567
74
$1.06M 0.23%
9,938
-873
75
$1.03M 0.23%
6,869
-435
1 2
3
4 5