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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.18%
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
151
$53K 0.04%
+10,015
152
0