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
$240M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$6.32M
3 +$2.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.13M

Top Sells

1 +$1.22M
2 +$451K
3 +$229K
4
HPE icon
Hewlett Packard
HPE
+$178K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$17.7K

Sector Composition

1 Technology 3.78%
2 Communication Services 3.34%
3 Consumer Discretionary 1.47%
4 Financials 0.75%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$204K 0.09%
909
+2
27
$191K 0.08%
41,024
28
-1,266
29
-11,545
30
-9,909