SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$5.71M
3
+$2.9M
4
MSFT icon
Microsoft
MSFT
+$2.86M
5
SBUX icon
Starbucks
SBUX
+$2.57M

Top Sells

1
+$18.7M
2
+$6.67M
3
+$5.3M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$1.38M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8K ﹤0.01%
88
227
$10.8K ﹤0.01%
312
228
$10.6K ﹤0.01%
+231
229
$10.6K ﹤0.01%
15
230
$10.2K ﹤0.01%
60
231
$10.2K ﹤0.01%
216
-92
232
$10.1K ﹤0.01%
375
233
$10.1K ﹤0.01%
229
234
$9.84K ﹤0.01%
+59
235
$9.57K ﹤0.01%
259
+2
236
$9.48K ﹤0.01%
262
237
$9.32K ﹤0.01%
7
238
$9.18K ﹤0.01%
33
239
$9.13K ﹤0.01%
+6
240
$9.06K ﹤0.01%
+444
241
$9.04K ﹤0.01%
42
+1
242
$9.02K ﹤0.01%
42
243
$8.71K ﹤0.01%
258
+1
244
$8.52K ﹤0.01%
126
245
$8.46K ﹤0.01%
100
246
$8.2K ﹤0.01%
672
+28
247
$7.93K ﹤0.01%
397
+4
248
$7.75K ﹤0.01%
31
249
$7.65K ﹤0.01%
60
250
$7.26K ﹤0.01%
+28
8 9
10
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