CCA

Conservest Capital Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 10.9%
This Quarter Est. Return
1 Year Est. Return
+10.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.44K

Top Sells

1
+$98.6M
2
+$98.3M
3
+$70.7M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$69.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$53.1M

Sector Composition

1 Technology 0.49%
2 Energy 0.41%
3 Communication Services 0.28%
4 Consumer Discretionary 0.16%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$283K 0.04%
2,955
+15
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72
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73
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