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%
+1,193
977
$31K 0.01%
+1,005
978
$31K 0.01%
+1,250
979
$31K 0.01%
+406
980
$31K 0.01%
+1,720
981
$31K 0.01%
+497
982
$31K 0.01%
+1,273
983
$31K 0.01%
+1,059
984
$31K 0.01%
+1,859
985
$31K 0.01%
+703
986
$30K 0.01%
885
-13,934
987
$30K 0.01%
+436
988
$30K 0.01%
+3,760
989
$30K 0.01%
+2,326
990
$30K 0.01%
+1,014
991
$30K 0.01%
14,610
-2,137
992
$30K 0.01%
+861
993
$29K 0.01%
+563
994
$29K 0.01%
+1,868
995
$29K 0.01%
+474
996
$29K 0.01%
+792
997
$29K 0.01%
+746
998
$29K 0.01%
+1,571
999
$29K 0.01%
+904
1000
$29K 0.01%
+2,185
38 39
40
41 42