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CCA
Checchi Capital Advisers Portfolio holdings
AUM
$1.98B
1-Year Est. Return
19.17%
This Fund
S&P 500
This Quarter
Est. Return
+0.08%
1 Year Est. Return
+19.17%
3 Year Est. Return
+56.07%
5 Year Est. Return
+61.01%
10 Year Est. Return
+221.06%
AUM
$1.98B
AUM Growth
+$20.4M
(+1%)
Cap. Flow
+$69.9M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
36.68%
Holding
618
New
67
Increased
405
Reduced
108
Closed
14
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$14.7M |
| 2 |
iShares Europe ETF
IEV
|
+$14.4M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$6.58M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$6.37M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$5.89M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$57.4M |
| 2 |
SPDR Gold Trust
GLD
|
+$5.65M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.05M |
| 4 |
iShares Gold Trust
IAU
|
+$3.81M |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$3.67M |
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Financials | 4.88% |
| 3 | Consumer Discretionary | 3.05% |
| 4 | Healthcare | 3.01% |
| 5 | Industrials | 2.67% |
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