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
$400M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.64M
3
+$5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.69M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$2.59M

Top Sells

1
+$5.08M
2
+$3.52M
3
+$992K
4
AMD icon
Advanced Micro Devices
AMD
+$589K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$230K

Sector Composition

1 Technology 12.37%
2 Communication Services 6.03%
3 Consumer Discretionary 4.56%
4 Financials 0.73%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.21%
1,714
+105
27
$830K 0.21%
11,300
+260
28
$815K 0.2%
5,697
+1,737
29
$802K 0.2%
2,886
-478
30
$801K 0.2%
+1,053
31
$790K 0.2%
9,637
-7,191
32
$755K 0.19%
6,950
+2,471
33
$722K 0.18%
18,680
-104
34
$687K 0.17%
+7,469
35
$641K 0.16%
+2,956
36
$609K 0.15%
25,905
-42,204
37
$551K 0.14%
1,438
+8
38
$525K 0.13%
2,521
+5
39
$521K 0.13%
2,445
-1,081
40
$516K 0.13%
+1,527
41
$435K 0.11%
+9,266
42
$385K 0.1%
1,169
+11
43
$360K 0.09%
+7,722
44
$305K 0.08%
+2,635
45
$286K 0.07%
2,500
-1
46
$285K 0.07%
1,725
-635
47
$272K 0.07%
1,631
+15
48
$271K 0.07%
+1,822
49
$256K 0.06%
761
+3
50
$240K 0.06%
2,492
-868
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