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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
$1.08B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$742K
3
+$639K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$621K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$583K

Top Sells

1
+$968K
2
+$935K
3
+$535K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$451K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$410K

Sector Composition

1 Technology 0.87%
2 Communication Services 0.44%
3 Energy 0.38%
4 Consumer Discretionary 0.26%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.11%
14,946
52
$1.13M 0.1%
25,142
+46
53
$1.13M 0.1%
1,533
+1
54
$1.12M 0.1%
7,229
+137
55
$1.1M 0.1%
4,504
-580
56
$1.05M 0.1%
4,319
+7
57
$1.02M 0.09%
15,478
-197
58
$977K 0.09%
3,843
-55
59
$936K 0.09%
5,016
60
$931K 0.09%
21,977
61
$857K 0.08%
1,281
62
$852K 0.08%
4,569
63
$837K 0.08%
12,833
-694
64
$828K 0.08%
2,594
+164
65
$736K 0.07%
2,834
-160
66
$687K 0.06%
5,131
+11
67
$675K 0.06%
5,594
68
$670K 0.06%
2,471
+168
69
$652K 0.06%
10,485
70
$622K 0.06%
22,783
+1,123
71
$597K 0.06%
4,020
72
$590K 0.05%
11,050
73
$563K 0.05%
6,032
74
$539K 0.05%
6,746
+126
75
$534K 0.05%
+21,296
1 2
3
4 5