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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12M
3
+$8.76M
4
AAPL icon
Apple
AAPL
+$6.43M
5
AMZN icon
Amazon
AMZN
+$1.74M

Top Sells

1
+$17.6M
2
+$10.3M
3
+$5.82M
4
UNH icon
UnitedHealth
UNH
+$2.23M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.3M

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
301
$194 ﹤0.01%
+4
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$190 ﹤0.01%
2
303
$117 ﹤0.01%
137
304
$47 ﹤0.01%
1
305
$7 ﹤0.01%
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306
$5 ﹤0.01%
2
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