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
$829M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$989K
3 +$949K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$899K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$675K

Top Sells

1 +$1.06M
2 +$613K
3 +$355K
4
DIS icon
Walt Disney
DIS
+$252K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Sector Composition

1 Technology 0.57%
2 Energy 0.42%
3 Consumer Discretionary 0.33%
4 Communication Services 0.24%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$21.3K ﹤0.01%
1,055
102
$14K ﹤0.01%
803
+92
103
$12.9K ﹤0.01%
10,002
104
-80,875