SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.75K ﹤0.01%
50
252
$4.7K ﹤0.01%
+19
253
$4.37K ﹤0.01%
+36
254
$4.22K ﹤0.01%
+4
255
$4.16K ﹤0.01%
56
256
$4.07K ﹤0.01%
+64
257
$4.01K ﹤0.01%
169
258
$3.85K ﹤0.01%
+86
259
$3.81K ﹤0.01%
+22
260
$3.77K ﹤0.01%
76
+75
261
$3.66K ﹤0.01%
+18
262
$3.63K ﹤0.01%
31
263
$3.46K ﹤0.01%
+120
264
$3.29K ﹤0.01%
255
+1
265
$3.23K ﹤0.01%
+249
266
$3.19K ﹤0.01%
76
-78
267
$3.17K ﹤0.01%
+46
268
$3.13K ﹤0.01%
+21
269
$2.95K ﹤0.01%
101
270
$2.92K ﹤0.01%
+76
271
$2.89K ﹤0.01%
+9
272
$2.74K ﹤0.01%
22
273
$2.73K ﹤0.01%
+24
274
$2.52K ﹤0.01%
+35
275
$2.45K ﹤0.01%
17
+1
9 10
11
12 13