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
$803M
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.68M
3 +$4.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.79M

Sector Composition

1 Technology 0.45%
2 Energy 0.36%
3 Communication Services 0.3%
4 Healthcare 0.2%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,555