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
1401
$5K ﹤0.01%
+67
1402
$5K ﹤0.01%
+378
1403
$5K ﹤0.01%
+664
1404
$5K ﹤0.01%
+283
1405
$5K ﹤0.01%
+78
1406
$5K ﹤0.01%
+148
1407
$5K ﹤0.01%
+187
1408
$5K ﹤0.01%
+195
1409
$5K ﹤0.01%
+102
1410
$5K ﹤0.01%
+596
1411
$5K ﹤0.01%
+63
1412
$5K ﹤0.01%
+563
1413
$5K ﹤0.01%
+54
1414
$5K ﹤0.01%
+96
1415
$5K ﹤0.01%
+136
1416
$5K ﹤0.01%
+27
1417
$5K ﹤0.01%
+94
1418
$5K ﹤0.01%
+117
1419
$5K ﹤0.01%
+1,156
1420
$5K ﹤0.01%
+158
1421
$5K ﹤0.01%
+217
1422
$5K ﹤0.01%
+328
1423
$5K ﹤0.01%
+72
1424
$5K ﹤0.01%
+125
1425
$5K ﹤0.01%
+83