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
801
$53K 0.01%
+449
802
$53K 0.01%
+955
803
$53K 0.01%
+66
804
$53K 0.01%
+1,612
805
$52K 0.01%
+9,384
806
$52K 0.01%
+1,340
807
$52K 0.01%
+1,484
808
$52K 0.01%
+1,842
809
$52K 0.01%
+2,256
810
$52K 0.01%
+829
811
$51K 0.01%
+279
812
$51K 0.01%
+985
813
$50K 0.01%
+770
814
$50K 0.01%
+916
815
$50K 0.01%
+881
816
$50K 0.01%
+1,133
817
$50K 0.01%
+3,228
818
$50K 0.01%
+3,000
819
$50K 0.01%
+744
820
$50K 0.01%
+6,704
821
$50K 0.01%
+4,821
822
$50K 0.01%
+4,205
823
$50K 0.01%
+1,511
824
$50K 0.01%
+2,439
825
$50K 0.01%
+707
31 32
33
34 35