SVCP
Silicon Valley Capital Partners Portfolio holdings
AUM
$1.1B
1-Year Est. Return
20.58%
This Fund
S&P 500
1 Year Est. Return
+20.58%
AUM
$1.1B
AUM Growth
+$38.6M
(+3.6%)
Holding
306
Top Buys
| 1 | +$11.9M | |
| 2 | +$9.81M | |
| 3 | +$9.69M | |
| 4 |
Amazon
AMZN
|
+$4.13M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.05M |
Top Sells
| 1 | +$28.9M | |
| 2 | +$1.82M | |
| 3 | +$1.72M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.63M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.42M |
Sector Composition
| 1 | Technology | 28.06% |
| 2 | Communication Services | 9.35% |
| 3 | Financials | 4.98% |
| 4 | Consumer Discretionary | 4.63% |
| 5 | Healthcare | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
EchoStar
SATS
$33.9B
| – | – |
-21
|
|
||
302
Shell
SHEL
$249B
| – | – |
-134
|
|
||
303
Sony
SONY
$120B
| – | – |
-242
|
|
||
304
Toyota
TM
$251B
| – | – |
-47
|
|
||
305
Trane Technologies
TT
$108B
| – | – |
-39
|
|
||
306
TotalEnergies
TTE
$191B
| – | – |
-104
|
|