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
1376
$6K ﹤0.01%
+121
1377
$6K ﹤0.01%
+383
1378
$6K ﹤0.01%
+126
1379
$6K ﹤0.01%
+10
1380
$6K ﹤0.01%
+81
1381
$6K ﹤0.01%
+487
1382
$6K ﹤0.01%
+47
1383
$6K ﹤0.01%
+334
1384
$6K ﹤0.01%
+191
1385
$6K ﹤0.01%
+7
1386
$6K ﹤0.01%
+123
1387
$6K ﹤0.01%
+180
1388
$6K ﹤0.01%
+800
1389
$6K ﹤0.01%
+149
1390
$6K ﹤0.01%
+68
1391
$6K ﹤0.01%
+204
1392
$5K ﹤0.01%
+9
1393
$5K ﹤0.01%
+197
1394
$5K ﹤0.01%
+151
1395
$5K ﹤0.01%
+412
1396
$5K ﹤0.01%
+679
1397
$5K ﹤0.01%
+83
1398
$5K ﹤0.01%
+610
1399
$5K ﹤0.01%
+88
1400
$5K ﹤0.01%
+190