SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.28K ﹤0.01%
14
-196
277
$2.27K ﹤0.01%
+100
278
$2.11K ﹤0.01%
4
279
$2.03K ﹤0.01%
+5
280
$1.86K ﹤0.01%
+21
281
$1.8K ﹤0.01%
+43
282
$1.77K ﹤0.01%
+4
283
$1.75K ﹤0.01%
+23
284
$1.72K ﹤0.01%
+11
285
$1.51K ﹤0.01%
62
286
$1.46K ﹤0.01%
+339
287
$1.4K ﹤0.01%
+52
288
$1.32K ﹤0.01%
10
289
$1.02K ﹤0.01%
+14
290
$985 ﹤0.01%
+95
291
$766 ﹤0.01%
+11
292
$662 ﹤0.01%
4
293
$634 ﹤0.01%
14
294
$573 ﹤0.01%
21
295
$449 ﹤0.01%
46
296
$320 ﹤0.01%
4
-108
297
$256 ﹤0.01%
2
298
$243 ﹤0.01%
30
299
$63 ﹤0.01%
137
300
$50 ﹤0.01%
+1
10 11
12
13 14