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
1051
$24K 0.01%
+723
1052
$24K 0.01%
+443
1053
$24K 0.01%
+461
1054
$24K 0.01%
+263
1055
$24K 0.01%
+1,068
1056
$24K 0.01%
+1,696
1057
$24K 0.01%
+1,040
1058
$24K 0.01%
+1,393
1059
$24K 0.01%
+414
1060
$24K 0.01%
+852
1061
$24K 0.01%
+2,893
1062
$24K 0.01%
+770
1063
$24K 0.01%
+1,044
1064
$24K 0.01%
+315
1065
$24K 0.01%
+874
1066
$24K 0.01%
+1,361
1067
$24K 0.01%
+344
1068
$24K 0.01%
+442
1069
$24K 0.01%
+1,132
1070
$23K 0.01%
+593
1071
$23K 0.01%
+223
1072
$23K 0.01%
+445
1073
$23K 0.01%
+1,896
1074
$23K 0.01%
+609
1075
$23K 0.01%
+442
41 42
43
44 45