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
926
$36K 0.01%
+259
927
$35K 0.01%
+2,238
928
$35K 0.01%
+2,578
929
$35K 0.01%
+1,415
930
$35K 0.01%
+1,060
931
$35K 0.01%
+3,418
932
$35K 0.01%
+4,279
933
$35K 0.01%
+858
934
$34K 0.01%
+1,186
935
$34K 0.01%
+1,235
936
$34K 0.01%
+867
937
$34K 0.01%
+1,914
938
$34K 0.01%
+825
939
$34K 0.01%
+691
940
$34K 0.01%
+1,361
941
$34K 0.01%
+505
942
$34K 0.01%
+1,079
943
$34K 0.01%
+360
944
$34K 0.01%
+4,250
945
$34K 0.01%
+970
946
$34K 0.01%
+1,607
947
$34K 0.01%
+387
948
$34K 0.01%
+332
949
$34K 0.01%
+2,109
950
$33K 0.01%
+506
36 37
38
39 40