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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
76
$528K 0.05%
1,303
+6
77
$525K 0.05%
2,563
78
$515K 0.05%
1,443
-61
79
$506K 0.05%
12,010
+1,258
80
$466K 0.04%
27,172
+31
81
$460K 0.04%
8,024
82
$458K 0.04%
5,067
+8
83
$455K 0.04%
1,387
84
$448K 0.04%
4,344
+3
85
$443K 0.04%
1,576
+11
86
$430K 0.04%
2,080
87
$426K 0.04%
5,136
-3,099
88
$426K 0.04%
1,760
+4
89
$413K 0.04%
9,385
90
$384K 0.04%
5,871
91
$380K 0.04%
4,013
+13
92
$347K 0.03%
566
-66
93
$342K 0.03%
2,310
94
$330K 0.03%
1,045
95
$327K 0.03%
650
+33
96
$314K 0.03%
1,155
97
$311K 0.03%
1,528
-352
98
$310K 0.03%
1,544
99
$303K 0.03%
3,873
+93
100
$301K 0.03%
10,645
-30
2 3
4
5 6