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
726
$67K 0.01%
+923
727
$67K 0.01%
+2,537
728
$67K 0.01%
+1,675
729
$67K 0.01%
+5,121
730
$67K 0.01%
+1,134
731
$66K 0.01%
+1,606
732
$66K 0.01%
18,870
+4,208
733
$66K 0.01%
+909
734
$66K 0.01%
+705
735
$66K 0.01%
+852
736
$66K 0.01%
+4,552
737
$65K 0.01%
+2,382
738
$65K 0.01%
+644
739
$65K 0.01%
+569
740
$65K 0.01%
+611
741
$64K 0.01%
+1,377
742
$64K 0.01%
+1,651
743
$64K 0.01%
+1,672
744
$64K 0.01%
+1,090
745
$63K 0.01%
+587
746
$63K 0.01%
+1,531
747
$63K 0.01%
+2,825
748
$63K 0.01%
+984
749
$63K 0.01%
+2,200
750
$63K 0.01%
+2,717
28 29
30
31 32