SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.77M
3 +$6.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.96M
5
CRM icon
Salesforce
CRM
+$3.89M

Top Sells

1 +$4.17M
2 +$3.85M
3 +$3.72M
4
AAPL icon
Apple
AAPL
+$2.39M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.98M

Sector Composition

1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KO icon
226
Coca-Cola
KO
$297B
$7.43K ﹤0.01%
112
-29
JPST icon
227
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$7.32K ﹤0.01%
144
-582
AMP icon
228
Ameriprise Financial
AMP
$46.2B
$7.29K ﹤0.01%
15
DOV icon
229
Dover
DOV
$26.8B
$7.2K ﹤0.01%
+43
FEP icon
230
First Trust Europe AlphaDEX Fund
FEP
$365M
$7.18K ﹤0.01%
140
XLP icon
231
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$7.14K ﹤0.01%
+91
F icon
232
Ford
F
$54.3B
$7.04K ﹤0.01%
588
+7
SONY icon
233
Sony
SONY
$159B
$6.97K ﹤0.01%
+242
PCAR icon
234
PACCAR
PCAR
$59.6B
$6.88K ﹤0.01%
+70
NUE icon
235
Nucor
NUE
$37.6B
$6.71K ﹤0.01%
+50
OUST icon
236
Ouster
OUST
$1.58B
$6.71K ﹤0.01%
+248
ETH
237
Grayscale Ethereum Mini Trust ETF
ETH
$2.38B
$6.62K ﹤0.01%
169
CRSP icon
238
CRISPR Therapeutics
CRSP
$5.54B
$6.48K ﹤0.01%
+100
DHR icon
239
Danaher
DHR
$163B
$6.34K ﹤0.01%
+32
SYK icon
240
Stryker
SYK
$135B
$6.28K ﹤0.01%
+17
JEPQ icon
241
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.2B
$6.25K ﹤0.01%
+109
TTE icon
242
TotalEnergies
TTE
$141B
$6.21K ﹤0.01%
+104
COP icon
243
ConocoPhillips
COP
$120B
$5.95K ﹤0.01%
63
+1
IPAY icon
244
Amplify Mobile Payments ETF
IPAY
$226M
$5.93K ﹤0.01%
104
BCS icon
245
Barclays
BCS
$83.9B
$5.66K ﹤0.01%
+274
VHT icon
246
Vanguard Health Care ETF
VHT
$17.3B
$5.46K ﹤0.01%
21
FDX icon
247
FedEx
FDX
$67.1B
$5.38K ﹤0.01%
23
PSKY
248
Paramount Skydance Corp
PSKY
$15.6B
$4.84K ﹤0.01%
+256
BLK icon
249
Blackrock
BLK
$171B
$4.68K ﹤0.01%
4
HAS icon
250
Hasbro
HAS
$11.5B
$4.31K ﹤0.01%
57
+1