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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.91M
3
+$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1
+$20.1M
2
+$6.91M
3
+$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.93K ﹤0.01%
249
+1
277
$2.64K ﹤0.01%
+91
278
$2.54K ﹤0.01%
+130
279
$2.03K ﹤0.01%
+75
280
$2.03K ﹤0.01%
+31
281
$1.98K ﹤0.01%
14
-35
282
$1.78K ﹤0.01%
62
283
$1.65K ﹤0.01%
76
-2
284
$1.65K ﹤0.01%
10
285
$1.39K ﹤0.01%
33
286
$1.34K ﹤0.01%
22
287
$1.17K ﹤0.01%
+23
288
$817 ﹤0.01%
43
289
$508 ﹤0.01%
13
290
$320 ﹤0.01%
+36
291
$295 ﹤0.01%
21
+14
292
$265 ﹤0.01%
5
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$234 ﹤0.01%
1
294
$182 ﹤0.01%
30
295
$159 ﹤0.01%
1
-500
296
$149 ﹤0.01%
1
-11
297
$141 ﹤0.01%
137
298
– –
-319
299
$37 ﹤0.01%
1
300
$34 ﹤0.01%
9
10 11
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