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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.79K ﹤0.01%
548
+7
277
$5.32K ﹤0.01%
11
278
$5.28K ﹤0.01%
136
+5
279
$4.37K ﹤0.01%
9
-100
280
$4.15K ﹤0.01%
+300
281
$4.12K ﹤0.01%
+169
282
$3.95K ﹤0.01%
55
+1
283
$3.76K ﹤0.01%
+34
284
$3.65K ﹤0.01%
31
285
$3.28K ﹤0.01%
74
286
$3.24K ﹤0.01%
100
287
$3.17K ﹤0.01%
+50
288
$3.02K ﹤0.01%
31
289
$2.67K ﹤0.01%
251
+1
290
$2.42K ﹤0.01%
65
291
$2.28K ﹤0.01%
16
292
$1.75K ﹤0.01%
76
293
$1.64K ﹤0.01%
33
294
$1.58K ﹤0.01%
62
295
$1.44K ﹤0.01%
22
296
$1.27K ﹤0.01%
10
297
$854 ﹤0.01%
45
+1
298
$630 ﹤0.01%
14
299
$514 ﹤0.01%
21
300
$250 ﹤0.01%
30
10 11
12
13 14