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
1126
$20K ﹤0.01%
+843
1127
$19K ﹤0.01%
+1,458
1128
$19K ﹤0.01%
+590
1129
$19K ﹤0.01%
+304
1130
$19K ﹤0.01%
+701
1131
$19K ﹤0.01%
+1,355
1132
$19K ﹤0.01%
+541
1133
$19K ﹤0.01%
+950
1134
$19K ﹤0.01%
+1,077
1135
$19K ﹤0.01%
+1,132
1136
$19K ﹤0.01%
+505
1137
$19K ﹤0.01%
+593
1138
$19K ﹤0.01%
+226
1139
$19K ﹤0.01%
+344
1140
$19K ﹤0.01%
+392
1141
$19K ﹤0.01%
+314
1142
$19K ﹤0.01%
+386
1143
$19K ﹤0.01%
+2,028
1144
$19K ﹤0.01%
+405
1145
$19K ﹤0.01%
+639
1146
$19K ﹤0.01%
+1,252
1147
$19K ﹤0.01%
+397
1148
$19K ﹤0.01%
+1,760
1149
$19K ﹤0.01%
+364
1150
$18K ﹤0.01%
+580
44 45
46
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