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
$308M
AUM Growth
+$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.77M
3
+$1.06M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$941K
5
TWTR
Twitter, Inc.
TWTR
+$845K

Top Sells

1
+$1.99M
2
+$1.36M
3
+$1.33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$939K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$831K

Sector Composition

1 Healthcare 9.17%
2 Technology 8.72%
3 Financials 7.93%
4 Consumer Staples 5.75%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$412K 0.11%
10,086
+560
152
$410K 0.11%
13,024
+969
153
$408K 0.11%
16,736
+560
154
$407K 0.11%
15,067
+1,443
155
$402K 0.11%
5,824
+865
156
$400K 0.11%
8,299
-28
157
$397K 0.11%
9,458
+445
158
$395K 0.11%
10,101
+722
159
$394K 0.11%
27,901
+2,225
160
$389K 0.11%
14,349
161
$389K 0.11%
5,059
+261
162
$386K 0.1%
8,400
-216
163
$386K 0.1%
8,645
+62
164
$384K 0.1%
3,521
+279
165
$382K 0.1%
15,805
+835
166
$382K 0.1%
28,144
+1,144
167
$381K 0.1%
814
+18
168
$381K 0.1%
2,126
+75
169
$378K 0.1%
9,664
+193
170
$377K 0.1%
9,235
+263
171
$377K 0.1%
32,444
+634
172
$375K 0.1%
4,048
+67
173
$374K 0.1%
4,375
+486
174
$372K 0.1%
7,477
+260
175
$372K 0.1%
2,582
+177
5 6
7
8 9