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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.54K ﹤0.01%
36
-1,000
277
$6.31K ﹤0.01%
22
278
$6.14K ﹤0.01%
692
279
$6.13K ﹤0.01%
405
+3
280
$6.09K ﹤0.01%
61
281
$5.5K ﹤0.01%
555
+7
282
$5.33K ﹤0.01%
154
+78
283
$5.32K ﹤0.01%
169
284
$5.27K ﹤0.01%
21
285
$4.89K ﹤0.01%
137
+1
286
$4.2K ﹤0.01%
50
287
$4.18K ﹤0.01%
9
288
$3.48K ﹤0.01%
31
289
$3.46K ﹤0.01%
+114
290
$3.08K ﹤0.01%
55
291
$3.07K ﹤0.01%
132
-750
292
$2.95K ﹤0.01%
101
+1
293
$2.85K ﹤0.01%
+4
294
$2.64K ﹤0.01%
253
+2
295
$2.41K ﹤0.01%
2,024
+3
296
$2.38K ﹤0.01%
22
297
$2.2K ﹤0.01%
16
298
$1.63K ﹤0.01%
33
299
$1.46K ﹤0.01%
62
300
$1.31K ﹤0.01%
10
10 11
12
13 14