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
851
$46K 0.01%
+865
852
$46K 0.01%
+1,962
853
$46K 0.01%
+999
854
$46K 0.01%
+4,026
855
$46K 0.01%
+620
856
$46K 0.01%
+385
857
$46K 0.01%
+1,380
858
$46K 0.01%
+1,616
859
$45K 0.01%
+1,192
860
$45K 0.01%
+204
861
$45K 0.01%
+1,691
862
$45K 0.01%
+636
863
$44K 0.01%
+895
864
$44K 0.01%
+1,403
865
$44K 0.01%
+417
866
$44K 0.01%
+1,569
867
$44K 0.01%
+677
868
$44K 0.01%
+928
869
$44K 0.01%
+215
870
$43K 0.01%
+3,024
871
$43K 0.01%
+1,880
872
$43K 0.01%
+586
873
$43K 0.01%
+1,046
874
$43K 0.01%
+316
875
$43K 0.01%
+1,465
33 34
35
36 37