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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
259
+1
252
$9.89K ﹤0.01%
34
+1
253
$9.73K ﹤0.01%
263
+2
254
$9.68K ﹤0.01%
315
+1
255
$9.48K ﹤0.01%
108
256
$9.41K ﹤0.01%
6
257
$9.36K ﹤0.01%
42
258
$9.26K ﹤0.01%
2,021
259
$9.26K ﹤0.01%
127
260
$9.01K ﹤0.01%
+320
261
$8.89K ﹤0.01%
115
262
$8.86K ﹤0.01%
42
263
$8.13K ﹤0.01%
28
264
$8.08K ﹤0.01%
692
+20
265
$7.65K ﹤0.01%
32
266
$7.06K ﹤0.01%
45
267
$6.94K ﹤0.01%
+25
268
$6.89K ﹤0.01%
15
269
$6.86K ﹤0.01%
39
270
$6.73K ﹤0.01%
402
+2
271
$6.71K ﹤0.01%
100
272
$6.42K ﹤0.01%
61
273
$6.11K ﹤0.01%
22
274
$5.89K ﹤0.01%
3,875
275
$5.82K ﹤0.01%
21
9 10
11
12 13