CCA
Conservest Capital Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
-5.84%
1 Year Return
+10.9%
3 Year Return
+45.66%
5 Year Return
+69.98%
10 Year Return
–
AUM
$711M
AUM Growth
+$711M
(-12%)
Cap. Flow
-$803M
Cap. Flow
% of AUM
-112.98%
Top 10 Holdings %
Top 10 Hldgs %
72.44%
Holding
93
New
–
Increased
1
Reduced
–
Closed
90
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$269K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$98.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$98.3M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$70.7M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$69.4M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$53.1M |
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Energy | 0.41% |
| 3 | Communication Services | 0.28% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Healthcare | 0.15% |
