SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.93K ﹤0.01%
254
+1
227
$2.56K ﹤0.01%
16
228
$2.55K ﹤0.01%
4
229
$2.18K ﹤0.01%
22
230
$1.33K ﹤0.01%
62
231
$1.21K ﹤0.01%
10
232
$731 ﹤0.01%
14
233
$672 ﹤0.01%
46
+1
234
$517 ﹤0.01%
21
235
$509 ﹤0.01%
4
236
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1
-259
237
$357 ﹤0.01%
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239
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2
241
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242
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243
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247
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9
248
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249
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250
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