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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$12.3M
3 +$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1 +$16.1M
2 +$11.1M
3 +$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORLY icon
276
O'Reilly Automotive
ORLY
$74.7B
$2.77K ﹤0.01%
+30
TWLO icon
277
Twilio
TWLO
$31.4B
$2.77K ﹤0.01%
22
TTE icon
278
TotalEnergies
TTE
$195B
$2.73K ﹤0.01%
+30
XLC icon
279
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
$2.68K ﹤0.01%
24
APLD icon
280
Applied Digital
APLD
$11.9B
$2.61K ﹤0.01%
110
MDT icon
281
Medtronic
MDT
$103B
$2.6K ﹤0.01%
+30
TJX icon
282
TJX Companies
TJX
$186B
$2.56K ﹤0.01%
+16
CRNC icon
283
Cerence
CRNC
$488M
$2.53K ﹤0.01%
+401
UNP icon
284
Union Pacific
UNP
$159B
$2.44K ﹤0.01%
+10
CSX icon
285
CSX Corp
CSX
$88B
$2.42K ﹤0.01%
59
+57
MP icon
286
MP Materials
MP
$10.2B
$2.41K ﹤0.01%
50
PGR icon
287
Progressive
PGR
$118B
$2.38K ﹤0.01%
+12
PSKY
288
Paramount Skydance Corp
PSKY
$11.7B
$2.32K ﹤0.01%
257
+1
HSBC icon
289
HSBC
HSBC
$311B
$2.31K ﹤0.01%
+28
COMP icon
290
Compass
COMP
$6.31B
$2.25K ﹤0.01%
+307
CVE icon
291
Cenovus Energy
CVE
$53.1B
$2.24K ﹤0.01%
+84
NEM icon
292
Newmont
NEM
$104B
$2.17K ﹤0.01%
+20
GM icon
293
General Motors
GM
$72.9B
$2.17K ﹤0.01%
+29
ASTS icon
294
AST SpaceMobile
ASTS
$29.1B
$2.15K ﹤0.01%
+26
O icon
295
Realty Income
O
$57.7B
$2.1K ﹤0.01%
+34
SKM icon
296
SK Telecom
SKM
$14.6B
$2.05K ﹤0.01%
+70
XLY icon
297
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$1.97K ﹤0.01%
18
STZ icon
298
Constellation Brands
STZ
$24.5B
$1.96K ﹤0.01%
+13
SPG icon
299
Simon Property Group
SPG
$69.7B
$1.89K ﹤0.01%
+10
CVS icon
300
CVS Health
CVS
$128B
$1.88K ﹤0.01%
+26