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
$410M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.4M
3
+$1.55M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.36M
5
AMZN icon
Amazon
AMZN
+$1.32M

Top Sells

1
+$4.57M
2
+$3.14M
3
+$2.03M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.94M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.87M

Sector Composition

1 Technology 12.08%
2 Financials 10.3%
3 Healthcare 8.21%
4 Consumer Discretionary 6.01%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$469K 0.06%
6,710
-377
202
$467K 0.06%
2,237
+306
203
$465K 0.06%
12,322
+1,504
204
$465K 0.06%
3,428
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205
$463K 0.06%
2,937
+389
206
$462K 0.06%
13,782
-18,122
207
$460K 0.06%
4,544
+115
208
$459K 0.06%
70,607
+1,175
209
$458K 0.06%
5,707
+1,345
210
$450K 0.06%
69,649
-1,062
211
$446K 0.06%
8,153
+75
212
$443K 0.06%
2,551
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213
$440K 0.06%
16,395
+2,037
214
$434K 0.06%
20,895
+10,365
215
$433K 0.06%
48,155
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216
$431K 0.06%
6,580
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217
$431K 0.06%
3,175
+83
218
$430K 0.06%
5,303
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219
$428K 0.06%
10,149
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220
$426K 0.06%
2,939
+71
221
$425K 0.06%
23,166
+702
222
$424K 0.06%
8,814
+343
223
$423K 0.06%
7,559
+1,329
224
$422K 0.06%
5,805
-1,249
225
$413K 0.06%
2,436
+27
7 8
9
10 11