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
1301
$10K ﹤0.01%
+2,563
1302
$10K ﹤0.01%
+1,080
1303
$10K ﹤0.01%
+245
1304
$10K ﹤0.01%
+565
1305
$10K ﹤0.01%
+274
1306
$10K ﹤0.01%
+116
1307
$10K ﹤0.01%
+102
1308
$10K ﹤0.01%
+332
1309
$10K ﹤0.01%
+2,110
1310
$10K ﹤0.01%
+550
1311
$10K ﹤0.01%
+905
1312
$10K ﹤0.01%
+312
1313
$10K ﹤0.01%
+262
1314
$10K ﹤0.01%
+388
1315
$10K ﹤0.01%
+80
1316
$9K ﹤0.01%
+1,188
1317
$9K ﹤0.01%
+323
1318
$9K ﹤0.01%
+1,331
1319
$9K ﹤0.01%
+124
1320
$9K ﹤0.01%
+191
1321
$9K ﹤0.01%
+938
1322
$9K ﹤0.01%
+531
1323
$9K ﹤0.01%
+83
1324
$9K ﹤0.01%
+557
1325
$9K ﹤0.01%
+707
51 52
53
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