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
-475
1527
-271
1528
-98
1529
-6,564
1530
-496
1531
-12,326
1532
-1,015
1533
-2,450
1534
-2,834
1535
-329
1536
-123
1537
-1,007
1538
-347
1539
-48
1540
-586
1541
-818
1542
-906
1543
-449
1544
-1,500
1545
-232
1546
-701
1547
-103
1548
-1,010
1549
-12,473
1550
-1,402