CCA
Conservest Capital Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+6.14%
1 Year Return
+10.9%
3 Year Return
+45.66%
5 Year Return
+69.98%
10 Year Return
–
AUM
$976M
AUM Growth
+$976M
(+5.2%)
Cap. Flow
+$48.4M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
72.78%
Holding
111
New
1
Increased
25
Reduced
–
Closed
2
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$8.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.4M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$5.31M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.83M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$4.4M |
Top Sells
| 1 |
CYBN
Cybin
CYBN
|
$13.9K |
| 2 |
Beasley Broadcasting Group
BBGI
|
$12.5K |
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Communication Services | 0.4% |
| 3 | Energy | 0.34% |
| 4 | Consumer Discretionary | 0.26% |
| 5 | Healthcare | 0.16% |
