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
$465M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$3.76M
3
+$3.17M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.92M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.76M

Top Sells

1
+$2.59M
2
+$1.5M
3
+$730K
4
LMT icon
Lockheed Martin
LMT
+$551K
5
WFC icon
Wells Fargo
WFC
+$318K

Sector Composition

1 Technology 12.38%
2 Communication Services 5.98%
3 Consumer Discretionary 4.6%
4 Financials 0.66%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.22%
11,164
+1,527
27
$980K 0.21%
4,480
-634
28
$927K 0.2%
1,714
29
$793K 0.17%
2,986
+100
30
$789K 0.17%
18,745
+65
31
$759K 0.16%
2,207
-2,122
32
$696K 0.15%
3,103
-724
33
$693K 0.15%
9,224
-42
34
$593K 0.13%
830
-223
35
$587K 0.13%
2,530
+85
36
$582K 0.13%
2,528
+7
37
$576K 0.12%
+2,647
38
$524K 0.11%
1,467
-60
39
$496K 0.11%
+2,342
40
$464K 0.1%
15,372
-10,533
41
$407K 0.09%
1,169
42
$387K 0.08%
8,055
+333
43
$369K 0.08%
1,725
44
$360K 0.08%
+1,621
45
$337K 0.07%
2,500
46
$321K 0.07%
+6,585
47
$319K 0.07%
2,514
+22
48
$310K 0.07%
4,644
49
$287K 0.06%
764
+3
50
$286K 0.06%
1,818
-4
1
2
3