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
876
$42K 0.01%
+3,518
877
$42K 0.01%
+679
878
$42K 0.01%
+310
879
$42K 0.01%
+1,558
880
$42K 0.01%
+879
881
$42K 0.01%
+1,193
882
$42K 0.01%
+681
883
$42K 0.01%
+1,578
884
$41K 0.01%
+349
885
$41K 0.01%
+2,239
886
$41K 0.01%
+725
887
$41K 0.01%
+1,517
888
$41K 0.01%
+545
889
$41K 0.01%
+645
890
$41K 0.01%
+457
891
$40K 0.01%
+547
892
$40K 0.01%
+678
893
$40K 0.01%
+2,783
894
$40K 0.01%
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895
$40K 0.01%
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896
$40K 0.01%
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897
$40K 0.01%
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898
$40K 0.01%
+1,408
899
$40K 0.01%
+1,155
900
$40K 0.01%
+1,553
34 35
36
37 38