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
1576
$1K ﹤0.01%
+54
1577
$1K ﹤0.01%
+24
1578
$1K ﹤0.01%
+17
1579
$1K ﹤0.01%
+113
1580
$1K ﹤0.01%
+27
1581
$1K ﹤0.01%
+10
1582
$1K ﹤0.01%
+61
1583
$0 ﹤0.01%
+7
1584
– –
-5,597
1585
$0 ﹤0.01%
+21
1586
$0 ﹤0.01%
+9
1587
$0 ﹤0.01%
+9
1588
$0 ﹤0.01%
+3
1589
$0 ﹤0.01%
+10
1590
– –
-41,474
1591
$0 ﹤0.01%
+18
1592
$0 ﹤0.01%
+28
1593
$0 ﹤0.01%
+4
1594
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1595
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+2
1596
$0 ﹤0.01%
+7
1597
$0 ﹤0.01%
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1598
$0 ﹤0.01%
+9
1599
$0 ﹤0.01%
+12
1600
$0 ﹤0.01%
+19
62 63
64
65 66