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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.3M
3
+$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1
+$16.1M
2
+$11.1M
3
+$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$391B
$10.3M 1.01%
212,293
-76,845
ONEQ icon
27
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
$9.43M 0.92%
111,089
-178
UNH icon
28
UnitedHealth
UNH
$369B
$9.27M 0.91%
34,271
+32,262
SNOW icon
29
Snowflake
SNOW
$83.6B
$8.13M 0.8%
53,879
+52,879
AMCR icon
30
Amcor
AMCR
$18.3B
$7.44M 0.73%
+187,144
ISRG icon
31
Intuitive Surgical
ISRG
$147B
$4.26M 0.42%
9,234
+1,089
USB icon
32
US Bancorp
USB
$89.1B
$3.79M 0.37%
72,890
-180,324
MGK icon
33
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$3.43M 0.34%
46,620
+50
MRVL icon
34
Marvell Technology
MRVL
$240B
$3.19M 0.31%
32,235
+23
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.05T
$3.05M 0.3%
6,373
-343
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.27T
$2.93M 0.29%
10,215
+2,859
XOM icon
37
Exxon Mobil
XOM
$616B
$2.71M 0.27%
15,991
-76,340
BIL icon
38
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$2.71M 0.27%
29,550
-1,311
JNJ icon
39
Johnson & Johnson
JNJ
$576B
$2.36M 0.23%
9,659
-40
MGV icon
40
Vanguard Mega Cap Value ETF
MGV
$12.7B
$2.25M 0.22%
15,499
-2,276
MU icon
41
Micron Technology
MU
$1.08T
$2.22M 0.22%
6,578
+440
HD icon
42
Home Depot
HD
$323B
$1.89M 0.19%
5,746
-18,355
IBM icon
43
IBM
IBM
$259B
$1.87M 0.18%
7,707
+1,468
SPHQ icon
44
Invesco S&P 500 Quality ETF
SPHQ
$19.1B
$1.82M 0.18%
24,203
-1,843
RBLX icon
45
Roblox
RBLX
$30.4B
$1.76M 0.17%
31,155
-13,512
JPM icon
46
JPMorgan Chase
JPM
$840B
$1.33M 0.13%
4,528
-6,359
CRM icon
47
Salesforce
CRM
$137B
$1.29M 0.13%
6,913
-77,570
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$125B
$1.29M 0.13%
12,072
+8
V icon
49
Visa
V
$611B
$1.26M 0.12%
4,166
+402
IVV icon
50
iShares Core S&P 500 ETF
IVV
$830B
$1.18M 0.12%
1,804
-67
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