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
$322M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.83M
3
+$1.74M
4
AAPL icon
Apple
AAPL
+$1.11M
5
AMZN icon
Amazon
AMZN
+$546K

Top Sells

1
+$4.49M
2
+$4.1M
3
+$2.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$514K
5
NVDA icon
NVIDIA
NVDA
+$464K

Sector Composition

1 Communication Services 6.9%
2 Technology 6.69%
3 Consumer Discretionary 4.89%
4 Financials 0.84%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$522K 0.16%
1,430
-79
27
$470K 0.15%
2,516
+7
28
$433K 0.13%
2,360
+635
29
$380K 0.12%
4,479
30
$361K 0.11%
1,158
31
$342K 0.11%
1,322
+14
32
$316K 0.1%
3,360
+881
33
$285K 0.09%
+3,960
34
$270K 0.08%
1,616
+14
35
$260K 0.08%
2,501
+1
36
$255K 0.08%
5,475
-2,363
37
$235K 0.07%
+758
38
$201K 0.06%
+4,652
39
– –
-71,642
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