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
1276
$12K ﹤0.01%
+1,055
1277
$12K ﹤0.01%
+482
1278
$12K ﹤0.01%
+713
1279
$12K ﹤0.01%
+290
1280
$12K ﹤0.01%
+149
1281
$12K ﹤0.01%
+718
1282
$12K ﹤0.01%
+354
1283
$12K ﹤0.01%
+140
1284
$12K ﹤0.01%
+247
1285
$12K ﹤0.01%
+301
1286
$11K ﹤0.01%
+827
1287
$11K ﹤0.01%
+222
1288
$11K ﹤0.01%
+836
1289
$11K ﹤0.01%
+473
1290
$11K ﹤0.01%
+1,665
1291
$11K ﹤0.01%
+86
1292
$11K ﹤0.01%
+549
1293
$11K ﹤0.01%
+230
1294
$11K ﹤0.01%
+1,011
1295
$11K ﹤0.01%
+421
1296
$11K ﹤0.01%
+211
1297
$10K ﹤0.01%
+65
1298
$10K ﹤0.01%
+159
1299
$10K ﹤0.01%
+89
1300
$10K ﹤0.01%
+109