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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2K ﹤0.01%
+110
227
$12.8K ﹤0.01%
20
228
$12.8K ﹤0.01%
35
229
$12.8K ﹤0.01%
197
+1
230
$12.7K ﹤0.01%
31
+1
231
$12.4K ﹤0.01%
200
232
$12.4K ﹤0.01%
20
233
$12.2K ﹤0.01%
233
+1
234
$12K ﹤0.01%
326
+5
235
$12K ﹤0.01%
+150
236
$11.9K ﹤0.01%
88
237
$11.9K ﹤0.01%
61
238
$11.6K ﹤0.01%
493
-622
239
$11.5K ﹤0.01%
144
+1
240
$11.5K ﹤0.01%
150
241
$11.2K ﹤0.01%
1,031
242
$11.1K ﹤0.01%
229
243
$10.9K ﹤0.01%
265
244
$10.9K ﹤0.01%
121
+2
245
$10.8K ﹤0.01%
300
-700
246
$10.8K ﹤0.01%
41
247
$10.5K ﹤0.01%
+100
248
$10.5K ﹤0.01%
7
249
$10.5K ﹤0.01%
+525
250
$10.5K ﹤0.01%
59
8 9
10
11 12