CCA
Checchi Capital Advisers Portfolio holdings
AUM
$1.43B
This Quarter Return
+5.31%
1 Year Return
+13.5%
3 Year Return
+50.97%
5 Year Return
+65.6%
10 Year Return
+122.13%
AUM
$572M
AUM Growth
+$572M
(+8.7%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
29.86%
Holding
481
New
31
Increased
138
Reduced
259
Closed
34
Top Buys
| 1 |
Apple
AAPL
|
$17.1M |
| 2 |
Salesforce
CRM
|
$3.68M |
| 3 |
Tesla
TSLA
|
$2.79M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.51M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$1.5M |
Top Sells
| 1 |
Enterprise Products Partners
EPD
|
$1.25M |
| 2 |
iShares Europe ETF
IEV
|
$1.1M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$705K |
| 4 |
Hain Celestial
HAIN
|
$645K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$595K |
Sector Composition
| 1 | Technology | 14.85% |
| 2 | Healthcare | 7.81% |
| 3 | Consumer Discretionary | 6.96% |
| 4 | Financials | 6.7% |
| 5 | Communication Services | 5.72% |
