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
$209M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$3.47M
3 +$3.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.14M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$959K

Top Sells

1 +$555K

Sector Composition

1 Technology 3.3%
2 Communication Services 3.05%
3 Consumer Discretionary 1.17%
4 Financials 0.79%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$212K 0.1%
1,552
+2
27
$178K 0.09%
+11,545
28
$167K 0.08%
+41,024
29
-18,594