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
1426
$5K ﹤0.01%
+344
1427
$4K ﹤0.01%
+200
1428
$4K ﹤0.01%
+97
1429
$4K ﹤0.01%
+67
1430
$4K ﹤0.01%
+46
1431
$4K ﹤0.01%
+32
1432
$4K ﹤0.01%
+54
1433
$4K ﹤0.01%
+88
1434
$4K ﹤0.01%
+398
1435
$4K ﹤0.01%
+142
1436
$4K ﹤0.01%
+99
1437
$4K ﹤0.01%
+119
1438
$4K ﹤0.01%
+106
1439
$4K ﹤0.01%
+84
1440
$4K ﹤0.01%
+48
1441
$4K ﹤0.01%
+414
1442
$4K ﹤0.01%
+244
1443
$4K ﹤0.01%
+144
1444
$4K ﹤0.01%
+99
1445
$4K ﹤0.01%
+400
1446
$4K ﹤0.01%
+141
1447
$4K ﹤0.01%
+271
1448
$4K ﹤0.01%
+116
1449
$4K ﹤0.01%
+108
1450
$4K ﹤0.01%
+100