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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.91K ﹤0.01%
36
-1
252
$3.83K ﹤0.01%
20
253
$3.39K ﹤0.01%
10
-2
254
$3.3K ﹤0.01%
40
255
$3.19K ﹤0.01%
247
+1
256
$3.15K ﹤0.01%
32
257
$2.85K ﹤0.01%
162
258
$2.59K ﹤0.01%
135
259
$2.22K ﹤0.01%
67
-1
260
$1.91K ﹤0.01%
11
-52
261
$1.82K ﹤0.01%
12
262
$1.8K ﹤0.01%
14
263
$1.79K ﹤0.01%
9
264
$1.72K ﹤0.01%
62
265
$1.37K ﹤0.01%
10
266
$1.29K ﹤0.01%
22
-1
267
$1.22K ﹤0.01%
151
268
$1.18K ﹤0.01%
78
269
$1.16K ﹤0.01%
33
-508
270
$1.08K ﹤0.01%
12
271
$1.07K ﹤0.01%
5
272
$725 ﹤0.01%
42
+1
273
$713 ﹤0.01%
72
+1
274
$706 ﹤0.01%
13
275
$531 ﹤0.01%
49
+1
9 10
11
12 13