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
1151
$18K ﹤0.01%
+133
1152
$18K ﹤0.01%
+1,372
1153
$18K ﹤0.01%
+14,211
1154
$18K ﹤0.01%
+500
1155
$18K ﹤0.01%
+293
1156
$18K ﹤0.01%
+873
1157
$18K ﹤0.01%
388
-5,315
1158
$18K ﹤0.01%
+831
1159
$18K ﹤0.01%
+490
1160
$18K ﹤0.01%
+490
1161
$18K ﹤0.01%
+1,510
1162
$18K ﹤0.01%
+419
1163
$18K ﹤0.01%
+173
1164
$18K ﹤0.01%
+818
1165
$18K ﹤0.01%
+634
1166
$18K ﹤0.01%
+471
1167
$18K ﹤0.01%
+839
1168
$18K ﹤0.01%
+5,000
1169
$18K ﹤0.01%
+3,322
1170
$17K ﹤0.01%
+720
1171
$17K ﹤0.01%
+1,016
1172
$17K ﹤0.01%
+528
1173
$17K ﹤0.01%
+420
1174
$17K ﹤0.01%
+485
1175
$17K ﹤0.01%
+282
45 46
47
48 49