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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
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