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
1451
$4K ﹤0.01%
+159
1452
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+95
1453
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+40
1454
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+280
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1456
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1457
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1458
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1459
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1460
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+82
1461
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+426
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1463
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+140
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1465
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+146
1466
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+24
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+170
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+361
1470
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+175
1471
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+111
1472
$3K ﹤0.01%
+95
1473
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+20
1474
$3K ﹤0.01%
+93
1475
$3K ﹤0.01%
+327