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
$296M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.1M
3
+$2.84M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.59M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$87.7K
2
+$84.3K
3
+$60.2K
4
CRM icon
Salesforce
CRM
+$53.3K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$52.5K

Sector Composition

1 Technology 5.02%
2 Communication Services 3.71%
3 Consumer Discretionary 1.81%
4 Financials 0.64%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$361K 0.12%
2,540
+1,059
27
$352K 0.12%
2,527
+686
28
$350K 0.12%
2,153
-328
29
$330K 0.11%
6,889
-1,830
30
$278K 0.09%
975
+5
31
$276K 0.09%
4,140
+840
32
$270K 0.09%
4,695
33
$268K 0.09%
+1,853
34
$257K 0.09%
659
+38
35
$253K 0.09%
5,599
36
$251K 0.08%
771
-259
37
$250K 0.08%
1,572
+4
38
$243K 0.08%
751
+4
39
$209K 0.07%
+5,354
40
$201K 0.07%
+1,600
1
2