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
1076
$23K 0.01%
+330
1077
$23K 0.01%
+442
1078
$23K 0.01%
+609
1079
$23K 0.01%
+1,896
1080
$23K 0.01%
+445
1081
$23K 0.01%
+223
1082
$23K 0.01%
+593
1083
$23K 0.01%
+3,815
1084
$22K ﹤0.01%
+433
1085
$22K ﹤0.01%
+344
1086
$22K ﹤0.01%
+975
1087
$22K ﹤0.01%
19,439
-1,354
1088
$22K ﹤0.01%
+533
1089
$22K ﹤0.01%
+596
1090
$22K ﹤0.01%
+226
1091
$22K ﹤0.01%
+681
1092
$22K ﹤0.01%
+246
1093
$22K ﹤0.01%
+701
1094
$22K ﹤0.01%
+1,000
1095
$22K ﹤0.01%
+2,529
1096
$22K ﹤0.01%
+433
1097
$22K ﹤0.01%
+586
1098
$22K ﹤0.01%
+989
1099
$22K ﹤0.01%
+1,374
1100
$21K ﹤0.01%
+1,524
42 43
44
45 46