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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
-1.3%
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
$243M
AUM Growth
+$23.8M
Cap. Flow
+$28.5M
Cap. Flow %
11.75%
Top 10 Hldgs %
32.3%
Holding
289
New
37
Increased
190
Reduced
37
Closed
11

Top Buys

1
AAPL icon
Apple
AAPL
+$1.3M
2
MSFT icon
Microsoft
MSFT
+$871K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$774K
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$663K
5
XOM icon
ExxonMobil
XOM
+$607K

Top Sells

1
IEV icon
iShares Europe ETF
IEV
+$739K
2
TWTR
Twitter, Inc.
TWTR
+$621K
3
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$518K
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$459K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$382K

Sector Composition

1 Technology 8.83%
2 Healthcare 7.68%
3 Financials 6.84%
4 Consumer Staples 5.63%
5 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AET
201
DELISTED
Aetna Inc
AET
$261K 0.11%
3,228
+617
+24% +$50.2K
FCX icon
202
Freeport-McMoran
FCX
$89.1B
$260K 0.11%
7,952
+1,387
+21% +$50.4K
BAX icon
203
Baxter International
BAX
$11.3B
$257K 0.11%
6,587
+1,394
+27% +$56.6K
COF icon
204
Capital One
COF
$126B
$256K 0.11%
+3,140
New +$257K
MCK icon
205
McKesson
MCK
$94.1B
$255K 0.11%
+1,309
New +$252K
EQNR icon
206
Equinor
EQNR
$86B
$254K 0.1%
9,340
-1,967
-17% -$56.8K
ECL icon
207
Ecolab
ECL
$75.9B
$249K 0.1%
+2,165
New +$244K
PX
208
DELISTED
Praxair Inc
PX
$248K 0.1%
+1,924
New +$252K
D icon
209
Dominion Energy
D
$62.7B
$247K 0.1%
3,579
+607
+20% +$41.9K
ING icon
210
ING
ING
$93.7B
$245K 0.1%
17,295
-568
-3% -$7.84K
BIDU icon
211
Baidu
BIDU
$37.3B
$244K 0.1%
1,117
– –
TEVA icon
212
Teva Pharmaceuticals
TEVA
$37.1B
$244K 0.1%
4,533
– –
HUM icon
213
Humana
HUM
$48.8B
$243K 0.1%
1,862
+212
+13% +$26.9K
TLH icon
214
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$241K 0.1%
1,850
+106
+6% +$13.8K
YUM icon
215
Yum! Brands
YUM
$43.6B
$241K 0.1%
+4,656
New +$248K
RAI
216
DELISTED
Reynolds American Inc
RAI
$240K 0.1%
8,140
+1,128
+16% +$32.8K
BBL
217
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$240K 0.1%
4,325
-809
-16% -$52.6K
ALXN
218
DELISTED
Alexion Pharmaceuticals
ALXN
$236K 0.1%
+1,424
New +$234K
AFL icon
219
Aflac
AFL
$62.1B
$235K 0.1%
8,066
+1,164
+17% +$35.4K
CCI icon
220
Crown Castle
CCI
$34.5B
$234K 0.1%
+2,904
New +$224K
VALE icon
221
Vale
VALE
$62.1B
$233K 0.1%
21,146
+89
+0.4% +$1.19K
BNY
222
Bank of New York Mellon
BNY
$106B
$232K 0.1%
+5,980
New +$233K
DEO icon
223
Diageo
DEO
$45B
$232K 0.1%
2,012
+29
+1% +$3.51K
KMI icon
224
Kinder Morgan
KMI
$72.4B
$231K 0.1%
+6,015
New +$229K
VBR icon
225
Vanguard Small-Cap Value ETF
VBR
$36.7B
$231K 0.1%
2,316
+119
+5% +$12.3K
7 8
9
10 11

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