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
$604M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Energy 0.43%
2 Communication Services 0.34%
3 Technology 0.22%
4 Healthcare 0.18%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,104
77
-973,829
78
-130,971
79
-222,808