SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $958M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.66K ﹤0.01%
506
+6
227
$7.57K ﹤0.01%
+985
228
$7.46K ﹤0.01%
40
-100
229
$7.41K ﹤0.01%
+253
230
$7.28K ﹤0.01%
+15
231
$7.21K ﹤0.01%
60
232
$7K ﹤0.01%
+518
233
$6.97K ﹤0.01%
+40
234
$6.66K ﹤0.01%
100
235
$6.63K ﹤0.01%
54
+1
236
$6.62K ﹤0.01%
+390
237
$6.38K ﹤0.01%
+155
238
$6.29K ﹤0.01%
+230
239
$6.07K ﹤0.01%
59
+1
240
$5.75K ﹤0.01%
+115
241
$5.4K ﹤0.01%
22
242
$5.29K ﹤0.01%
+40
243
$5.07K ﹤0.01%
+410
244
$5.02K ﹤0.01%
30
245
$4.96K ﹤0.01%
20
246
$4.87K ﹤0.01%
+40
247
$4.78K ﹤0.01%
14
248
$4.73K ﹤0.01%
+100
249
$4.55K ﹤0.01%
394
+4
250
$4.45K ﹤0.01%
129
+3
8 9
10
11 12