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
$234M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.51M
3
+$1.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$781K
5
BE icon
Bloom Energy
BE
+$608K

Top Sells

1
+$2.36M
2
+$887K
3
+$313K
4
AAPL icon
Apple
AAPL
+$78.4K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$35.7K

Sector Composition

1 Technology 4.45%
2 Communication Services 3.13%
3 Consumer Discretionary 1.38%
4 Financials 0.69%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$259K 0.11%
+678
27
$258K 0.11%
+1,630
28
$249K 0.11%
960
-9,085
29
$243K 0.1%
+4,695
30
$234K 0.1%
+823
31
$223K 0.1%
+1,559
32
$215K 0.09%
+5,599
33
$208K 0.09%
+8,142
34
$89K 0.04%
41,024
1
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