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
976
$31K 0.01%
+958
977
$31K 0.01%
+1,193
978
$31K 0.01%
+1,005
979
$31K 0.01%
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980
$31K 0.01%
+406
981
$31K 0.01%
+1,720
982
$31K 0.01%
+497
983
$31K 0.01%
+1,273
984
$31K 0.01%
+1,059
985
$31K 0.01%
+1,859
986
$31K 0.01%
+703
987
$30K 0.01%
885
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988
$30K 0.01%
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989
$30K 0.01%
+3,760
990
$30K 0.01%
+2,326
991
$30K 0.01%
+1,014
992
$30K 0.01%
14,610
-2,137
993
$30K 0.01%
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994
$29K 0.01%
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995
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996
$29K 0.01%
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$29K 0.01%
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998
$29K 0.01%
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999
$29K 0.01%
+1,571
1000
$29K 0.01%
+904