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
1501
$3K ﹤0.01%
+688
1502
$2K ﹤0.01%
+58
1503
$2K ﹤0.01%
+48
1504
$2K ﹤0.01%
+10
1505
$2K ﹤0.01%
+129
1506
$2K ﹤0.01%
+59
1507
$2K ﹤0.01%
+127
1508
$2K ﹤0.01%
+86
1509
$2K ﹤0.01%
+774
1510
$2K ﹤0.01%
+35
1511
$2K ﹤0.01%
+48
1512
$2K ﹤0.01%
+30
1513
$2K ﹤0.01%
+59
1514
$2K ﹤0.01%
+141
1515
$2K ﹤0.01%
+217
1516
$2K ﹤0.01%
+55
1517
$2K ﹤0.01%
+135
1518
$2K ﹤0.01%
+70
1519
$2K ﹤0.01%
+68
1520
$2K ﹤0.01%
+74
1521
$2K ﹤0.01%
+31
1522
$2K ﹤0.01%
+25
1523
$2K ﹤0.01%
+52
1524
$2K ﹤0.01%
+146
1525
$2K ﹤0.01%
+15
59 60
61
62 63