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
$596M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.76M
3
+$2.46M
4
XOM icon
Exxon Mobil
XOM
+$979K
5
APD icon
Air Products & Chemicals
APD
+$616K

Top Sells

1
+$8.13M
2
+$4.52M
3
+$2.48M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.99M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$915K

Sector Composition

1 Technology 18.76%
2 Financials 6.62%
3 Communication Services 5.49%
4 Consumer Discretionary 4.61%
5 Healthcare 3.15%
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