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
$431M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.3M
3
+$1.53M
4
AVGO icon
Broadcom
AVGO
+$863K
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$773K

Top Sells

1
+$1.72M
2
+$1.16M
3
+$865K
4
TWX
Time Warner Inc
TWX
+$848K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$819K

Sector Composition

1 Technology 12.86%
2 Financials 9.66%
3 Healthcare 8.21%
4 Consumer Discretionary 6.34%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.25%
40,146
+586
52
$1.93M 0.24%
23,170
+1,574
53
$1.92M 0.24%
35,786
+2,846
54
$1.88M 0.24%
9,589
+288
55
$1.88M 0.24%
15,862
56
$1.82M 0.23%
13,042
+163
57
$1.82M 0.23%
15,782
-110
58
$1.77M 0.22%
19,162
+402
59
$1.75M 0.22%
48,726
-10,745
60
$1.7M 0.21%
25,424
+544
61
$1.69M 0.21%
10,808
-113
62
$1.67M 0.21%
15,343
+141
63
$1.63M 0.21%
28,206
+830
64
$1.63M 0.2%
12,171
+577
65
$1.56M 0.2%
27,855
+614
66
$1.54M 0.19%
32,322
+426
67
$1.52M 0.19%
22,404
+4,002
68
$1.5M 0.19%
14,358
-23
69
$1.5M 0.19%
3,838
+86
70
$1.43M 0.18%
10,771
-122
71
$1.42M 0.18%
55,858
-779
72
$1.39M 0.17%
10,757
+566
73
$1.38M 0.17%
41,924
+868
74
$1.37M 0.17%
65,718
+197
75
$1.36M 0.17%
24,040
+563
1 2
3
4 5