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
901
$39K 0.01%
+1,450
902
$39K 0.01%
+1,295
903
$39K 0.01%
+2,436
904
$39K 0.01%
+1,529
905
$39K 0.01%
+819
906
$38K 0.01%
+1,000
907
$38K 0.01%
+1,277
908
$38K 0.01%
+352
909
$38K 0.01%
+473
910
$38K 0.01%
+2,624
911
$38K 0.01%
+8,585
912
$37K 0.01%
+85
913
$37K 0.01%
+693
914
$37K 0.01%
+646
915
$37K 0.01%
+1,101
916
$37K 0.01%
+768
917
$37K 0.01%
+2,424
918
$36K 0.01%
+12,500
919
$36K 0.01%
+1,357
920
$36K 0.01%
+592
921
$36K 0.01%
+385
922
$36K 0.01%
+552
923
$36K 0.01%
+1,525
924
$36K 0.01%
+1,587
925
$36K 0.01%
+259