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
$410M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.4M
3
+$1.55M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.36M
5
AMZN icon
Amazon
AMZN
+$1.32M

Top Sells

1
+$4.57M
2
+$3.14M
3
+$2.03M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.94M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.87M

Sector Composition

1 Technology 12.08%
2 Financials 10.3%
3 Healthcare 8.21%
4 Consumer Discretionary 6.01%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.27%
52,401
+1,416
52
$1.99M 0.27%
37,553
+1,670
53
$1.96M 0.26%
15,862
+9,317
54
$1.94M 0.26%
16,298
-114
55
$1.94M 0.26%
13,145
+302
56
$1.87M 0.25%
12,765
+860
57
$1.87M 0.25%
17,674
+1,703
58
$1.84M 0.25%
32,940
-18
59
$1.84M 0.25%
28,802
+4,854
60
$1.81M 0.24%
10,542
+1,120
61
$1.81M 0.24%
24,369
+2,904
62
$1.79M 0.24%
18,538
+2,828
63
$1.79M 0.24%
14,898
+2,899
64
$1.71M 0.23%
20,427
+652
65
$1.68M 0.22%
23,454
+2,856
66
$1.63M 0.22%
12,797
+3,453
67
$1.55M 0.21%
+10,757
68
$1.54M 0.21%
10,200
+1,693
69
$1.51M 0.2%
14,095
-13,198
70
$1.41M 0.19%
26,180
-4,446
71
$1.39M 0.19%
7,062
+1,044
72
$1.35M 0.18%
18,013
+78
73
$1.33M 0.18%
74,179
-332
74
$1.31M 0.18%
8,922
+1,663
75
$1.29M 0.17%
7,416
+1,039
1 2
3
4 5