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
951
$33K 0.01%
+1,843
952
$33K 0.01%
+4,500
953
$33K 0.01%
+1,110
954
$33K 0.01%
+1,734
955
$33K 0.01%
+570
956
$33K 0.01%
+566
957
$33K 0.01%
+663
958
$33K 0.01%
+1,224
959
$33K 0.01%
+707
960
$33K 0.01%
+425
961
$33K 0.01%
+1,349
962
$33K 0.01%
+4,727
963
$33K 0.01%
+911
964
$33K 0.01%
+477
965
$33K 0.01%
+1,078
966
$33K 0.01%
+2,151
967
$32K 0.01%
+305
968
$32K 0.01%
+1,415
969
$32K 0.01%
+2,299
970
$32K 0.01%
+959
971
$32K 0.01%
+261
972
$32K 0.01%
+3,727
973
$31K 0.01%
+1,644
974
$31K 0.01%
+1,575
975
$31K 0.01%
+958
37 38
39
40 41