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
$148M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$8.35M
3 +$7.26M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$429K

Top Sells

1 +$15.9M
2 +$4.78M
3 +$664K
4
UAA icon
Under Armour
UAA
+$489K
5
CELG
Celgene Corp
CELG
+$417K

Sector Composition

1 Technology 2.39%
2 Communication Services 2.05%
3 Healthcare 1.23%
4 Consumer Discretionary 1.01%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-9,418