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
1176
$17K ﹤0.01%
+588
1177
$17K ﹤0.01%
+1,280
1178
$17K ﹤0.01%
+354
1179
$17K ﹤0.01%
+657
1180
$17K ﹤0.01%
+561
1181
$17K ﹤0.01%
+249
1182
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+681
1183
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+225
1184
$17K ﹤0.01%
+136
1185
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+275
1186
$17K ﹤0.01%
+413
1187
$17K ﹤0.01%
+594
1188
$17K ﹤0.01%
+424
1189
$17K ﹤0.01%
+504
1190
$17K ﹤0.01%
+846
1191
$17K ﹤0.01%
+451
1192
$17K ﹤0.01%
+638
1193
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+494
1194
$17K ﹤0.01%
+580
1195
$17K ﹤0.01%
+5,723
1196
$17K ﹤0.01%
+1,057
1197
$17K ﹤0.01%
+255
1198
$17K ﹤0.01%
+265
1199
$17K ﹤0.01%
+1,676
1200
$17K ﹤0.01%
+456