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
1001
$29K 0.01%
+2,185
1002
$29K 0.01%
+982
1003
$29K 0.01%
+1,023
1004
$29K 0.01%
+1,020
1005
$29K 0.01%
+441
1006
$28K 0.01%
+2,101
1007
$28K 0.01%
+450
1008
$28K 0.01%
+1,071
1009
$28K 0.01%
+598
1010
$28K 0.01%
+1,058
1011
$27K 0.01%
+1,098
1012
$27K 0.01%
+418
1013
$27K 0.01%
+1,478
1014
$27K 0.01%
+815
1015
$27K 0.01%
+419
1016
$27K 0.01%
+2,166
1017
$27K 0.01%
+942
1018
$27K 0.01%
+399
1019
$27K 0.01%
+560
1020
$27K 0.01%
+522
1021
$27K 0.01%
+1,214
1022
$26K 0.01%
+2,815
1023
$26K 0.01%
+278
1024
$26K 0.01%
+1,449
1025
$26K 0.01%
+655
39 40
41
42 43