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
1326
$9K ﹤0.01%
+707
1327
$9K ﹤0.01%
+410
1328
$9K ﹤0.01%
+1,977
1329
$9K ﹤0.01%
+75
1330
$9K ﹤0.01%
+453
1331
$9K ﹤0.01%
+571
1332
$9K ﹤0.01%
+391
1333
$8K ﹤0.01%
+969
1334
$8K ﹤0.01%
+490
1335
$8K ﹤0.01%
+228
1336
$8K ﹤0.01%
+403
1337
$8K ﹤0.01%
+551
1338
$8K ﹤0.01%
+774
1339
$8K ﹤0.01%
+187
1340
$8K ﹤0.01%
+1,572
1341
$8K ﹤0.01%
+130
1342
$8K ﹤0.01%
+764
1343
$8K ﹤0.01%
+406
1344
$8K ﹤0.01%
+252
1345
$8K ﹤0.01%
+332
1346
$8K ﹤0.01%
+200
1347
$8K ﹤0.01%
+263
1348
$8K ﹤0.01%
+86
1349
$8K ﹤0.01%
+300
1350
$8K ﹤0.01%
+361