SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $958M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
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
+$8.88M
2
+$5.53M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
APD icon
Air Products & Chemicals
APD
+$614K

Top Sells

1
+$8.13M
2
+$4.52M
3
+$2.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.16M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$970K

Sector Composition

1 Technology 18.76%
2 Financials 6.62%
3 Communication Services 5.49%
4 Consumer Discretionary 4.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
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