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CresAlta Small and Mid-Cap (CVSM) ETF Holdings & Analysis

ETFOther

$26.33+0.90%
1-year price historyRange $24.98 – $26.96
52-week range$26.33
$24.98$26.96

What CVSM does

The CresAlta Small And Mid-Cap ETF, an exchange-traded fund under the Elevation Series Trust, is overseen by CresAlta Investment Management, Inc., with co-management from Vident Asset Management. This U.S.-based fund directs its investments towards publicly traded American companies, concentrating on value stocks from a diverse array of sectors and market capitalizations, specifically within the small and mid-cap range. Its portfolio is constructed using a distinctive, proprietary research approach.

Fund profile

Category
Other
AUM
$93.10M
Holdings
10
52-week high
$26.96
52-week low
$24.98

Top holdings

Top 1033%
HoldingWeight
MSILF Government Portfolio9.66%
Dynatrace Inc3.29%
Cactus Inc2.81%
Tyler Technologies Inc2.60%
Hanover Insurance Group Inc/Th2.59%
J M Smucker Co/The2.56%
Viatris Inc2.55%
Safety Insurance Group Inc2.47%
Huntington Ingalls Industries2.42%
MSC Industrial Direct Co Inc2.42%

Geographic allocation

Other9.67%
United States87.02%
Bermuda3.31%

PortView Portfolio Insights

PortView analyzes how CVSM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Related securities

Related stocks

Frequently asked questions

What does CVSM track?
CVSM is the CresAlta Small and Mid-Cap ETF, a Other ETF.
What is the expense ratio of CVSM?
Expense ratio data for CVSM is shown on the page when available from our data provider.
What are the largest holdings in CVSM?
Top holdings include MSILF Government Portfolio, DT, WHD, TYL, THG.
How can PortView analyze CVSM overlap with other ETFs?
PortView computes the holdings overlap between CVSM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.