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%
+82
1577
$1K ﹤0.01%
+464
1578
$1K ﹤0.01%
+54
1579
$1K ﹤0.01%
+24
1580
$1K ﹤0.01%
+17
1581
$1K ﹤0.01%
+113
1582
$1K ﹤0.01%
+27
1583
$1K ﹤0.01%
+10
1584
$0 ﹤0.01%
+2
1585
$0 ﹤0.01%
+151
1586
$0 ﹤0.01%
+5
1587
$0 ﹤0.01%
+446
1588
– –
-5,290
1589
– –
-1,225
1590
$0 ﹤0.01%
+5
1591
$0 ﹤0.01%
+112
1592
$0 ﹤0.01%
+2
1593
$0 ﹤0.01%
+33
1594
$0 ﹤0.01%
+382
1595
$0 ﹤0.01%
+10
1596
$0 ﹤0.01%
+11
1597
$0 ﹤0.01%
+7
1598
$0 ﹤0.01%
+2
1599
$0 ﹤0.01%
+8
1600
$0 ﹤0.01%
+7
62 63
64
65 66