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
1101
$21K ﹤0.01%
+1,163
1102
$21K ﹤0.01%
+460
1103
$21K ﹤0.01%
+2,166
1104
$21K ﹤0.01%
+415
1105
$21K ﹤0.01%
+2,351
1106
$21K ﹤0.01%
+1,609
1107
$21K ﹤0.01%
+149
1108
$21K ﹤0.01%
+502
1109
$21K ﹤0.01%
+2,475
1110
$21K ﹤0.01%
+355
1111
$21K ﹤0.01%
+1,164
1112
$21K ﹤0.01%
+4,208
1113
$21K ﹤0.01%
+1,524
1114
$21K ﹤0.01%
+942
1115
$20K ﹤0.01%
+815
1116
$20K ﹤0.01%
+792
1117
$20K ﹤0.01%
+2,792
1118
$20K ﹤0.01%
+400
1119
$20K ﹤0.01%
+602
1120
$20K ﹤0.01%
+385
1121
$20K ﹤0.01%
+492
1122
$20K ﹤0.01%
+371
1123
$20K ﹤0.01%
+1,974
1124
$20K ﹤0.01%
+751
1125
$20K ﹤0.01%
+371
43 44
45
46 47