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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13K ﹤0.01%
13
+12
277
$1.13K ﹤0.01%
+151
278
$1.13K ﹤0.01%
+90
279
$1.08K ﹤0.01%
+17
280
$1.04K ﹤0.01%
+16
281
$1.04K ﹤0.01%
78
282
$982 ﹤0.01%
+13
283
$857 ﹤0.01%
41
284
$714 ﹤0.01%
13
-1
285
$713 ﹤0.01%
71
286
$541 ﹤0.01%
+48
287
$478 ﹤0.01%
2
-21
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$355 ﹤0.01%
8
-418
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$276 ﹤0.01%
5
290
$257 ﹤0.01%
39
291
$227 ﹤0.01%
4
292
$152 ﹤0.01%
137
293
$121 ﹤0.01%
7
294
– –
0
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$99 ﹤0.01%
10
296
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30
297
$44 ﹤0.01%
1
298
$37 ﹤0.01%
1
-550
299
$33 ﹤0.01%
27
300
$32 ﹤0.01%
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