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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$5.71M
3
+$2.9M
4
MSFT icon
Microsoft
MSFT
+$2.86M
5
SBUX icon
Starbucks
SBUX
+$2.57M

Top Sells

1
+$18.7M
2
+$6.67M
3
+$5.3M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$1.38M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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303
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1
305
$16 ﹤0.01%
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306
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$1 ﹤0.01%
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