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CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.46B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
+4.29%
1 Year Est. Return
+19.17%
3 Year Est. Return
+56.07%
5 Year Est. Return
+61.01%
10 Year Est. Return
+221.06%
AUM
$128M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow %
98.45%
Top 10 Hldgs %
43.27%
Holding
152
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

1
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$13.8M
2
MBB icon
iShares MBS ETF
MBB
+$9.9M
3
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$7.96M
4
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$5.3M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.01%
2 Technology 4.88%
3 Energy 4.87%
4 Healthcare 4.66%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
151
State Street SPDR S&P 500 ETF Trust
SPY
$781B
– –
0
– –
3 4 5 6
7

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