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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.41K ﹤0.01%
123
227
$7.08K ﹤0.01%
59
228
$6.92K ﹤0.01%
33
229
$6.9K ﹤0.01%
15
230
$6.71K ﹤0.01%
60
231
$6.45K ﹤0.01%
54
232
$6.37K ﹤0.01%
513
+7
233
$6.31K ﹤0.01%
156
+1
234
$6.15K ﹤0.01%
40
235
$5.8K ﹤0.01%
22
236
$5.76K ﹤0.01%
230
237
$5.62K ﹤0.01%
410
238
$5.58K ﹤0.01%
40
239
$5.39K ﹤0.01%
80
240
$4.97K ﹤0.01%
115
241
$4.78K ﹤0.01%
20
242
$4.77K ﹤0.01%
14
243
$4.59K ﹤0.01%
10
244
$4.43K ﹤0.01%
100
245
$4.31K ﹤0.01%
40
246
$4.28K ﹤0.01%
130
+1
247
$4.25K ﹤0.01%
101
+1
248
$4.09K ﹤0.01%
399
+5
249
$4.03K ﹤0.01%
103
250
$3.97K ﹤0.01%
30
8 9
10
11 12