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
751
$62K 0.01%
+7,330
752
$62K 0.01%
+6,480
753
$62K 0.01%
+7,761
754
$62K 0.01%
+1,545
755
$61K 0.01%
+929
756
$61K 0.01%
+568
757
$61K 0.01%
+1,430
758
$61K 0.01%
+393
759
$61K 0.01%
+1,702
760
$61K 0.01%
+960
761
$61K 0.01%
+4,186
762
$60K 0.01%
17,475
+1,095
763
$60K 0.01%
+1,760
764
$60K 0.01%
+2,870
765
$60K 0.01%
+2,082
766
$60K 0.01%
+1,665
767
$60K 0.01%
+1,761
768
$60K 0.01%
+367
769
$59K 0.01%
+1,912
770
$59K 0.01%
+379
771
$59K 0.01%
+2,500
772
$59K 0.01%
+2,604
773
$59K 0.01%
+6,300
774
$59K 0.01%
+755
775
$58K 0.01%
+1,593
29 30
31
32 33