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
1251
$13K ﹤0.01%
+152
1252
$13K ﹤0.01%
+173
1253
$13K ﹤0.01%
+698
1254
$13K ﹤0.01%
+383
1255
$13K ﹤0.01%
+520
1256
$13K ﹤0.01%
+359
1257
$13K ﹤0.01%
+477
1258
$13K ﹤0.01%
+177
1259
$13K ﹤0.01%
+352
1260
$13K ﹤0.01%
+496
1261
$13K ﹤0.01%
+510
1262
$13K ﹤0.01%
+268
1263
$13K ﹤0.01%
+813
1264
$13K ﹤0.01%
+406
1265
$13K ﹤0.01%
+180
1266
$13K ﹤0.01%
+348
1267
$13K ﹤0.01%
+598
1268
$12K ﹤0.01%
+387
1269
$12K ﹤0.01%
+359
1270
$12K ﹤0.01%
+163
1271
$12K ﹤0.01%
+147
1272
$12K ﹤0.01%
+359
1273
$12K ﹤0.01%
+409
1274
$12K ﹤0.01%
+523
1275
$12K ﹤0.01%
+428