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
1526
$2K ﹤0.01%
+192
1527
$2K ﹤0.01%
+79
1528
$2K ﹤0.01%
+41
1529
$2K ﹤0.01%
+133
1530
$2K ﹤0.01%
+80
1531
$2K ﹤0.01%
+77
1532
$2K ﹤0.01%
+88
1533
$2K ﹤0.01%
+730
1534
$2K ﹤0.01%
+61
1535
$2K ﹤0.01%
+101
1536
$2K ﹤0.01%
+66
1537
$2K ﹤0.01%
+106
1538
$2K ﹤0.01%
+455
1539
$2K ﹤0.01%
+33
1540
$2K ﹤0.01%
+2,030
1541
$2K ﹤0.01%
+103
1542
$2K ﹤0.01%
+187
1543
$2K ﹤0.01%
+221
1544
$2K ﹤0.01%
+77
1545
$2K ﹤0.01%
+162
1546
$1K ﹤0.01%
+125
1547
$1K ﹤0.01%
+271
1548
$1K ﹤0.01%
+123
1549
$1K ﹤0.01%
+357
1550
$1K ﹤0.01%
+274
60 61
62
63 64