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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.5K ﹤0.01%
+188
227
$14.5K ﹤0.01%
31
228
$14.4K ﹤0.01%
+56
229
$14.4K ﹤0.01%
30
230
$14.2K ﹤0.01%
324
231
$14.1K ﹤0.01%
385
232
$14K ﹤0.01%
110
+2
233
$13.9K ﹤0.01%
242
+2
234
$13.4K ﹤0.01%
320
235
$13.4K ﹤0.01%
295
236
$13.2K ﹤0.01%
133
-72,202
237
$13K ﹤0.01%
31
238
$13K ﹤0.01%
20
239
$12.8K ﹤0.01%
121
+1
240
$12.8K ﹤0.01%
36
+1
241
$12.5K ﹤0.01%
+447
242
$11.9K ﹤0.01%
58
243
$11.9K ﹤0.01%
150
244
$11.8K ﹤0.01%
122
+1
245
$11.6K ﹤0.01%
88
246
$11.5K ﹤0.01%
113
247
$11.4K ﹤0.01%
315
248
$10.8K ﹤0.01%
135
-107,875
249
$10.6K ﹤0.01%
34
250
$10.5K ﹤0.01%
41
8 9
10
11 12