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CCA

Conservest Capital Advisors Portfolio holdings

AUM $1.1B
1-Year Est. Return 16.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.03M
3
+$7.95M
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$6.76M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.77M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$6.41M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.83M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.16M

Sector Composition

1 Technology 0.88%
2 Energy 0.5%
3 Communication Services 0.43%
4 Consumer Discretionary 0.25%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$359B
$1.51M 0.14%
7,283
+38
SLV icon
52
iShares Silver Trust
SLV
$33.9B
$1.45M 0.13%
21,261
-119
EZU icon
53
iShare MSCI Eurozone ETF
EZU
$9.44B
$1.32M 0.12%
21,098
-6,087
GOOG icon
54
Alphabet (Google) Class C
GOOG
$4.53T
$1.31M 0.12%
4,574
+149
VGT icon
55
Vanguard Information Technology ETF
VGT
$143B
$1.29M 0.12%
14,784
+160
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.55T
$1.26M 0.11%
4,391
+190
NVDA icon
57
NVIDIA
NVDA
$5.02T
$1.25M 0.11%
7,142
+1,727
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$1.11M 0.1%
15,848
+49
VUG icon
59
Vanguard Growth ETF
VUG
$225B
$1.08M 0.1%
14,820
CMCSA icon
60
Comcast
CMCSA
$84.5B
$1.07M 0.1%
37,153
-1,336
MSFT icon
61
Microsoft
MSFT
$2.93T
$1.05M 0.09%
2,828
-5
LRCX icon
62
Lam Research
LRCX
$462B
$1.04M 0.09%
4,871
-249
VDC icon
63
Vanguard Consumer Staples ETF
VDC
$8.02B
$915K 0.08%
4,074
-8,003
XSD icon
64
State Street SPDR S&P Semiconductor ETF
XSD
$3.37B
$908K 0.08%
2,785
+191
VTV icon
65
Vanguard Value ETF
VTV
$184B
$896K 0.08%
4,569
META icon
66
Meta Platforms (Facebook)
META
$1.52T
$893K 0.08%
1,562
+120
VB icon
67
Vanguard Small-Cap ETF
VB
$79.6B
$851K 0.08%
3,248
-601
VHT icon
68
Vanguard Health Care ETF
VHT
$16.9B
$846K 0.08%
3,106
+236
SDY icon
69
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$822K 0.07%
5,632
-3,538
IVV icon
70
iShares Core S&P 500 ETF
IVV
$820B
$795K 0.07%
1,217
-64
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$122B
$787K 0.07%
11,659
+10
EEM icon
72
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$708K 0.06%
12,463
+1,597
GMED icon
73
Globus Medical
GMED
$10.5B
$667K 0.06%
7,742
-96
IVW icon
74
iShares S&P 500 Growth ETF
IVW
$74.4B
$633K 0.06%
5,594
DFAE icon
75
Dimensional Emerging Core Equity Market ETF
DFAE
$9.84B
$614K 0.06%
18,143
+10,299
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3
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