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
1476
$3K ﹤0.01%
+115
1477
$3K ﹤0.01%
+52
1478
$3K ﹤0.01%
+141
1479
$3K ﹤0.01%
+1,167
1480
$3K ﹤0.01%
+101
1481
$3K ﹤0.01%
+196
1482
$3K ﹤0.01%
+272
1483
$3K ﹤0.01%
+61
1484
$3K ﹤0.01%
+59
1485
$3K ﹤0.01%
+38
1486
$3K ﹤0.01%
+197
1487
$3K ﹤0.01%
+52
1488
$3K ﹤0.01%
+199
1489
$3K ﹤0.01%
+244
1490
$3K ﹤0.01%
+11
1491
$3K ﹤0.01%
+1,271
1492
$3K ﹤0.01%
+35
1493
$3K ﹤0.01%
+177
1494
$3K ﹤0.01%
+132
1495
$3K ﹤0.01%
+45
1496
$3K ﹤0.01%
+117
1497
$3K ﹤0.01%
+107
1498
$3K ﹤0.01%
+103
1499
$3K ﹤0.01%
+88
1500
$3K ﹤0.01%
+186
58 59
60
61 62