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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.61K ﹤0.01%
127
+1
252
$8.3K ﹤0.01%
42
253
$7.87K ﹤0.01%
400
+3
254
$7.51K ﹤0.01%
672
255
$7.38K ﹤0.01%
32
+1
256
$7.17K ﹤0.01%
28
257
$6.92K ﹤0.01%
61
+1
258
$6.89K ﹤0.01%
58
259
$6.78K ﹤0.01%
541
+7
260
$6.72K ﹤0.01%
34
261
$6.67K ﹤0.01%
15
262
$6.66K ﹤0.01%
22
263
$6.54K ﹤0.01%
336
264
$6.45K ﹤0.01%
100
265
$6.3K ﹤0.01%
115
266
$6.24K ﹤0.01%
15
267
$6.23K ﹤0.01%
39
268
$6.21K ﹤0.01%
116
+1
269
$6.2K ﹤0.01%
45
270
$5.62K ﹤0.01%
42
271
$5.47K ﹤0.01%
21
272
$5.36K ﹤0.01%
138
273
$4.83K ﹤0.01%
131
274
$4.83K ﹤0.01%
11
275
$4.61K ﹤0.01%
3,875
9 10
11
12 13