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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
101
$293K 0.03%
1,039
-4
102
$292K 0.03%
1,262
+4
103
$290K 0.03%
6,086
+2
104
$290K 0.03%
1,153
-20
105
$290K 0.03%
2,150
106
$287K 0.03%
2,390
107
$286K 0.03%
309
108
$266K 0.02%
942
+1
109
$256K 0.02%
+5,188
110
$253K 0.02%
8,102
111
$252K 0.02%
550
-6
112
$251K 0.02%
826
+1
113
$247K 0.02%
1,900
+1
114
$243K 0.02%
2,920
115
$235K 0.02%
+7,457
116
$233K 0.02%
2,322
-66
117
$229K 0.02%
+3,003
118
$229K 0.02%
+2,295
119
$226K 0.02%
+2,045
120
$217K 0.02%
580
121
$215K 0.02%
1,921
122
$212K 0.02%
723
-7
123
$211K 0.02%
+1,140
124
$117K 0.01%
20,363
125
$102K 0.01%
64,118
2 3 4
5
6