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
$341M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.65M
3 +$1.23M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.16M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$806K

Sector Composition

1 Technology 9.62%
2 Healthcare 9.36%
3 Financials 8.16%
4 Consumer Staples 6.41%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
-449
1527
-1,500
1528
-232
1529
-701
1530
-103
1531
-1,010
1532
-12,473
1533
-1,402
1534
-758
1535
-390
1536
-1,199
1537
-6,333
1538
-570
1539
-240
1540
-779
1541
-1,222
1542
-75
1543
-111
1544
-8,240
1545
-2,416
1546
-1,440
1547
-1,182
1548
-490
1549
-843
1550
-123