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
$596M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$5.53M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
APD icon
Air Products & Chemicals
APD
+$614K

Top Sells

1
+$8.13M
2
+$4.52M
3
+$2.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.16M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$970K

Sector Composition

1 Technology 18.76%
2 Financials 6.62%
3 Communication Services 5.49%
4 Consumer Discretionary 4.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.6K ﹤0.01%
35
252
$10.6K ﹤0.01%
40
253
$10.5K ﹤0.01%
35
254
$10.3K ﹤0.01%
88
255
$10.3K ﹤0.01%
120
-6,367
256
$10.2K ﹤0.01%
644
+19
257
$10.2K ﹤0.01%
132
258
$9.76K ﹤0.01%
+134
259
$9.76K ﹤0.01%
+274
260
$9.54K ﹤0.01%
+120
261
$9.51K ﹤0.01%
312
262
$9.5K ﹤0.01%
150
263
$9.28K ﹤0.01%
20
264
$9.28K ﹤0.01%
262
+4
265
$9.27K ﹤0.01%
115
266
$9.14K ﹤0.01%
+243
267
$9.13K ﹤0.01%
1,002
+17
268
$8.88K ﹤0.01%
375
269
$8.87K ﹤0.01%
+92
270
$8.82K ﹤0.01%
+300
271
$8.77K ﹤0.01%
15
272
$8.73K ﹤0.01%
257
+1
273
$8.57K ﹤0.01%
+127
274
$8.56K ﹤0.01%
41
+1
275
$8.54K ﹤0.01%
42
9 10
11
12 13