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
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.68K ﹤0.01%
25
227
$7.01K ﹤0.01%
123
+122
228
$6.99K ﹤0.01%
+10
229
$6.68K ﹤0.01%
+129
230
$6.68K ﹤0.01%
140
+3
231
$6.68K ﹤0.01%
187
+186
232
$6.66K ﹤0.01%
+75
233
$6.35K ﹤0.01%
+379
234
$6.3K ﹤0.01%
581
+8
235
$6.23K ﹤0.01%
104
236
$6.03K ﹤0.01%
20
+19
237
$5.97K ﹤0.01%
54
+11
238
$5.74K ﹤0.01%
83
+78
239
$5.73K ﹤0.01%
+55
240
$5.69K ﹤0.01%
+65
241
$5.65K ﹤0.01%
+17
242
$5.63K ﹤0.01%
+100
243
$5.6K ﹤0.01%
62
244
$5.34K ﹤0.01%
+18
245
$5.29K ﹤0.01%
105
+3
246
$5.21K ﹤0.01%
+124
247
$5.2K ﹤0.01%
21
248
$5.15K ﹤0.01%
23
249
$5.13K ﹤0.01%
+245
250
$4.78K ﹤0.01%
+95
8 9
10
11 12