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
$834M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$2.56M
3 +$2.34M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.82M
5
CMCSA icon
Comcast
CMCSA
+$1.78M

Top Sells

1 +$10.8M
2 +$5.28M
3 +$1.04M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$845K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$769K

Sector Composition

1 Communication Services 0.7%
2 Consumer Discretionary 0.5%
3 Technology 0.33%
4 Energy 0.15%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.03%
+1,331
77
-851
78
-922
79
-2,528
80
-221,353