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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.91M
3
+$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1
+$20.1M
2
+$6.91M
3
+$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.2K ﹤0.01%
389
252
$7.09K ﹤0.01%
534
+14
253
$6.97K ﹤0.01%
+3,875
254
$6.58K ﹤0.01%
115
255
$6.41K ﹤0.01%
22
256
$6.38K ﹤0.01%
15
257
$6.32K ﹤0.01%
39
258
$6.25K ﹤0.01%
+138
259
$6.22K ﹤0.01%
+34
260
$6.18K ﹤0.01%
+58
261
$5.99K ﹤0.01%
+45
262
$5.99K ﹤0.01%
+15
263
$5.93K ﹤0.01%
+115
264
$5.56K ﹤0.01%
21
+1
265
$4.93K ﹤0.01%
131
+1
266
$4.93K ﹤0.01%
+9
267
$4.64K ﹤0.01%
+153
268
$4.44K ﹤0.01%
11
269
$4.31K ﹤0.01%
+90
270
$3.77K ﹤0.01%
+600
271
$3.69K ﹤0.01%
+30
272
$3.42K ﹤0.01%
31
-1
273
$3.25K ﹤0.01%
+74
274
$3.18K ﹤0.01%
+100
275
$3.02K ﹤0.01%
+65
9 10
11
12 13