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
1201
$17K ﹤0.01%
+1,687
1202
$17K ﹤0.01%
+827
1203
$17K ﹤0.01%
+2,102
1204
$17K ﹤0.01%
+276
1205
$17K ﹤0.01%
+1,312
1206
$17K ﹤0.01%
+1,286
1207
$16K ﹤0.01%
+309
1208
$16K ﹤0.01%
+934
1209
$16K ﹤0.01%
+376
1210
$16K ﹤0.01%
+664
1211
$16K ﹤0.01%
+682
1212
$16K ﹤0.01%
+163
1213
$16K ﹤0.01%
+368
1214
$16K ﹤0.01%
+183
1215
$16K ﹤0.01%
+1,316
1216
$16K ﹤0.01%
+1,643
1217
$16K ﹤0.01%
+161
1218
$16K ﹤0.01%
+700
1219
$16K ﹤0.01%
+8,011
1220
$16K ﹤0.01%
+873
1221
$16K ﹤0.01%
+121
1222
$16K ﹤0.01%
+1,185
1223
$16K ﹤0.01%
+275
1224
$16K ﹤0.01%
+2,036
1225
$16K ﹤0.01%
+302
47 48
49
50 51