SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
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
+$12.4M
2
+$3.34M
3
+$3.21M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.09M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$921K

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
1
2