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
1026
$26K 0.01%
+264
1027
$26K 0.01%
+378
1028
$26K 0.01%
+402
1029
$26K 0.01%
+1,100
1030
$26K 0.01%
+306
1031
$26K 0.01%
+1,676
1032
$26K 0.01%
+11
1033
$25K 0.01%
+3,201
1034
$25K 0.01%
+1,693
1035
$25K 0.01%
+675
1036
$25K 0.01%
+30
1037
$25K 0.01%
+388
1038
$25K 0.01%
+944
1039
$25K 0.01%
+862
1040
$25K 0.01%
+1,159
1041
$25K 0.01%
+493
1042
$25K 0.01%
+458
1043
$25K 0.01%
+861
1044
$25K 0.01%
+526
1045
$25K 0.01%
+1,836
1046
$25K 0.01%
+1,906
1047
$24K 0.01%
+430
1048
$24K 0.01%
+757
1049
$24K 0.01%
+483
1050
$24K 0.01%
+126
40 41
42
43 44