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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.4K ﹤0.01%
103
252
$4.35K ﹤0.01%
+10
253
$4.22K ﹤0.01%
37
+36
254
$4.22K ﹤0.01%
20
-1
255
$3.92K ﹤0.01%
246
+2
256
$3.73K ﹤0.01%
12
-2
257
$3.73K ﹤0.01%
88
+1
258
$3.24K ﹤0.01%
+40
259
$3.21K ﹤0.01%
32
260
$2.63K ﹤0.01%
68
-1
261
$2.38K ﹤0.01%
+162
262
$2.36K ﹤0.01%
+75
263
$2.24K ﹤0.01%
22
-26
264
$2.13K ﹤0.01%
135
265
$2.11K ﹤0.01%
62
266
$2.1K ﹤0.01%
12
267
$1.99K ﹤0.01%
14
-2
268
$1.89K ﹤0.01%
+10
269
$1.89K ﹤0.01%
9
270
$1.44K ﹤0.01%
23
+22
271
$1.37K ﹤0.01%
12
+10
272
$1.28K ﹤0.01%
10
-1,411
273
$1.22K ﹤0.01%
+15
274
$1.17K ﹤0.01%
+5
275
$1.15K ﹤0.01%
+8
9 10
11
12 13