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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.38K ﹤0.01%
90
277
$3.37K ﹤0.01%
31
278
$3.16K ﹤0.01%
+54
279
$3.02K ﹤0.01%
31
+1
280
$3.01K ﹤0.01%
100
281
$2.95K ﹤0.01%
600
282
$2.86K ﹤0.01%
74
283
$2.6K ﹤0.01%
250
+1
284
$2.59K ﹤0.01%
91
285
$2.5K ﹤0.01%
130
286
$2.39K ﹤0.01%
65
287
$2.15K ﹤0.01%
16
+2
288
$2K ﹤0.01%
76
289
$1.96K ﹤0.01%
75
290
$1.83K ﹤0.01%
31
291
$1.52K ﹤0.01%
10
292
$1.45K ﹤0.01%
62
293
$1.45K ﹤0.01%
33
294
$1.25K ﹤0.01%
22
295
$1.17K ﹤0.01%
23
296
$912 ﹤0.01%
44
+1
297
$429 ﹤0.01%
14
+1
298
$369 ﹤0.01%
21
299
$191 ﹤0.01%
30
300
$178 ﹤0.01%
+2
10 11
12
13 14