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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.77M
3
+$1.71M
4
USB icon
US Bancorp
USB
+$1.44M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.36M
2
+$1.21M
3
+$1.16M
4
AAPL icon
Apple
AAPL
+$839K
5
NVDA icon
NVIDIA
NVDA
+$690K

Sector Composition

1 Technology 22.89%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.4K ﹤0.01%
200
227
$11.4K ﹤0.01%
321
+5
228
$11.4K ﹤0.01%
30
229
$11.1K ﹤0.01%
232
+1
230
$11.1K ﹤0.01%
20
231
$10.9K ﹤0.01%
+324
232
$10.6K ﹤0.01%
88
233
$10.6K ﹤0.01%
150
234
$10.5K ﹤0.01%
314
+2
235
$10.5K ﹤0.01%
61
+1
236
$10.3K ﹤0.01%
1,031
+29
237
$10.3K ﹤0.01%
59
238
$10.3K ﹤0.01%
258
239
$10.2K ﹤0.01%
20
240
$10K ﹤0.01%
119
+1
241
$9.99K ﹤0.01%
265
+3
242
$9.96K ﹤0.01%
261
+2
243
$9.84K ﹤0.01%
216
244
$9.78K ﹤0.01%
7
245
$9.69K ﹤0.01%
41
246
$9.45K ﹤0.01%
6
247
$9.33K ﹤0.01%
444
248
$9.16K ﹤0.01%
229
249
$8.78K ﹤0.01%
33
250
$8.61K ﹤0.01%
127
+1
8 9
10
11 12