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
776
$58K 0.01%
12,862
-894
777
$58K 0.01%
+1,759
778
$57K 0.01%
+1,445
779
$57K 0.01%
+1,527
780
$57K 0.01%
+8,697
781
$57K 0.01%
+592
782
$57K 0.01%
+1,129
783
$57K 0.01%
+1,680
784
$57K 0.01%
+1,124
785
$56K 0.01%
+1,905
786
$56K 0.01%
+663
787
$56K 0.01%
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788
$56K 0.01%
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789
$56K 0.01%
+1,852
790
$55K 0.01%
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791
$55K 0.01%
+1,553
792
$55K 0.01%
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793
$55K 0.01%
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794
$55K 0.01%
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795
$55K 0.01%
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796
$54K 0.01%
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797
$54K 0.01%
+667
798
$53K 0.01%
+825
799
$53K 0.01%
+674
800
$53K 0.01%
+1,689
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