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
1226
$16K ﹤0.01%
+5,408
1227
$15K ﹤0.01%
+557
1228
$15K ﹤0.01%
+530
1229
$15K ﹤0.01%
+31
1230
$15K ﹤0.01%
+432
1231
$15K ﹤0.01%
+342
1232
$15K ﹤0.01%
+184
1233
$15K ﹤0.01%
+335
1234
$14K ﹤0.01%
+313
1235
$14K ﹤0.01%
+2,265
1236
$14K ﹤0.01%
+760
1237
$14K ﹤0.01%
+9,726
1238
$14K ﹤0.01%
+221
1239
$14K ﹤0.01%
+2,211
1240
$14K ﹤0.01%
+355
1241
$14K ﹤0.01%
+171
1242
$14K ﹤0.01%
+2,443
1243
$14K ﹤0.01%
+432
1244
$14K ﹤0.01%
+2,881
1245
$14K ﹤0.01%
+369
1246
$14K ﹤0.01%
+305
1247
$14K ﹤0.01%
+1,224
1248
$14K ﹤0.01%
+439
1249
$13K ﹤0.01%
+496
1250
$13K ﹤0.01%
+437
48 49
50
51 52