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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$12.3M
3 +$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1 +$16.1M
2 +$11.1M
3 +$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OEF icon
226
iShares S&P 100 ETF
OEF
$19.9B
$8.09K ﹤0.01%
25
WWD icon
227
Woodward
WWD
$23.1B
$7.87K ﹤0.01%
+22
ATI icon
228
ATI
ATI
$27.2B
$7.86K ﹤0.01%
+54
FEP icon
229
First Trust Europe AlphaDEX Fund
FEP
$521M
$7.75K ﹤0.01%
142
LOAR icon
230
Loar Holdings
LOAR
$6.45B
$7.62K ﹤0.01%
+133
WDAY icon
231
Workday
WDAY
$32.2B
$7.28K ﹤0.01%
56
F icon
232
Ford
F
$58.6B
$6.94K ﹤0.01%
601
+6
AMP icon
233
Ameriprise Financial
AMP
$40.5B
$6.64K ﹤0.01%
15
OC icon
234
Owens Corning
OC
$9.78B
$6.62K ﹤0.01%
61
DOW icon
235
Dow Inc
DOW
$24.2B
$6.25K ﹤0.01%
+150
VHT icon
236
Vanguard Health Care ETF
VHT
$17B
$5.78K ﹤0.01%
21
ZS icon
237
Zscaler
ZS
$20.4B
$5.5K ﹤0.01%
39
+3
TEM
238
Tempus AI
TEM
$8.9B
$5.43K ﹤0.01%
120
HAS icon
239
Hasbro
HAS
$11.9B
$5.41K ﹤0.01%
58
+1
OUST icon
240
Ouster
OUST
$2.52B
$5.25K ﹤0.01%
286
GRNY
241
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$5.25K ﹤0.01%
220
+50
CHAT icon
242
Roundhill Generative AI & Technology ETF
CHAT
$1.98B
$4.79K ﹤0.01%
+77
AIQ icon
243
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$4.78K ﹤0.01%
+102
NVS icon
244
Novartis
NVS
$294B
$4.67K ﹤0.01%
+31
IPAY icon
245
Amplify Mobile Payments ETF
IPAY
$151M
$4.48K ﹤0.01%
105
+1
PM icon
246
Philip Morris
PM
$282B
$4.46K ﹤0.01%
+27
C icon
247
Citigroup
C
$235B
$4.45K ﹤0.01%
+39
AMT icon
248
American Tower
AMT
$88.2B
$4.29K ﹤0.01%
25
+2
BKNG icon
249
Booking.com
BKNG
$127B
$4.24K ﹤0.01%
25
HDV
250
iShares Core High Dividend ETF
HDV
$13.6B
$4.21K ﹤0.01%
155