SVCP
Silicon Valley Capital Partners Portfolio holdings
AUM
$958M
1-Year Est. Return
15.97%
1 Year Est. Return
+15.97%
AUM
$958M
AUM Growth
+$193M
(+25%)
Holding
332
Top Buys
| 1 | +$38.1M | |
| 2 | +$34.1M | |
| 3 | +$12.7M | |
| 4 |
Salesforce
CRM
|
+$9.29M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.75M |
Top Sells
| 1 | +$9.53M | |
| 2 | +$3.31M | |
| 3 | +$3.22M | |
| 4 |
Starbucks
SBUX
|
+$2.74M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$2.2M |
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 | |
|---|---|---|---|---|---|---|
326
TransDigm Group
TDG
$76.6B
| – | – |
-99
|
|
||
327
Bio-Techne
TECH
$10.3B
| – | – |
-377
|
|
||
328
Toyota
TM
$268B
| – | – |
-145
|
|
||
329
UFP Industries
UFPI
$5.38B
| – | – |
-254
|
|
||
330
Union Pacific
UNP
$128B
| – | – |
-130
|
|
||
331
United Rentals
URI
$58.1B
| – | – |
-71
|
|
||
332
Vertex Pharmaceuticals
VRTX
$108B
| – | – |
-45
|
|