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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.4K ﹤0.01%
20
252
$10.4K ﹤0.01%
6
253
$10.3K ﹤0.01%
1,058
+27
254
$10.2K ﹤0.01%
60
+1
255
$10K ﹤0.01%
205
+5
256
$9.91K ﹤0.01%
61
257
$9.9K ﹤0.01%
43
+1
258
$9.81K ﹤0.01%
260
+1
259
$9.58K ﹤0.01%
15
-100
260
$9.48K ﹤0.01%
266
+3
261
$9.47K ﹤0.01%
234
+1
262
$9.25K ﹤0.01%
108
263
$8.6K ﹤0.01%
115
264
$8.57K ﹤0.01%
7
265
$8.5K ﹤0.01%
229
266
$8.5K ﹤0.01%
100
267
$8.43K ﹤0.01%
100
268
$8.3K ﹤0.01%
145
+1
269
$7.83K ﹤0.01%
15
270
$7.82K ﹤0.01%
28
271
$7.79K ﹤0.01%
42
272
$7.26K ﹤0.01%
25
273
$7.23K ﹤0.01%
32
274
$6.9K ﹤0.01%
46
+1
275
$6.82K ﹤0.01%
+31
9 10
11
12 13