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
$1.06B
AUM Growth
+$102M
(+11%)
Holding
359
Top Buys
| 1 | +$6.9M | |
| 2 | +$6.87M | |
| 3 | +$6.6M | |
| 4 |
Salesforce
CRM
|
+$4.14M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.95M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$3.76M | |
| 3 | +$3.61M | |
| 4 |
Apple
AAPL
|
+$2.12M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.86M |
Sector Composition
| 1 | Technology | 26.48% |
| 2 | Communication Services | 10.59% |
| 3 | Financials | 4.76% |
| 4 | Consumer Discretionary | 4.36% |
| 5 | Healthcare | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard Total International Stock ETF
VXUS
$135B
| – | – |
-11
|
|
||
352
WEC Energy
WEC
$37.5B
| – | – |
-55
|
|
||
353
Watsco Inc
WSO
$14.8B
| – | – |
-4
|
|
||
354
State Street Materials Select Sector SPDR ETF
XLB
$6.83B
| – | – |
-568
|
|
||
355
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.44B
| – | – |
-323
|
|
||
356
Zoetis
ZTS
$48.7B
| – | – |
-11
|
|
||
357
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.07B
| – | – |
-54
|
|
||
358
Reddit
RDDT
$25.3B
| – | – |
-370
|
|
||
|
CNH
359
CNH Industrial
CNH
$13.3B
| – | – |
-249
|
|