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
$525M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$10.4M
3
+$3.89M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$55.4M
2
+$1.38M
3
+$364K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$121K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$57.5K

Sector Composition

1 Technology 12.7%
2 Communication Services 8.14%
3 Consumer Discretionary 4.16%
4 Financials 0.75%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.21%
3,881
+70
27
$1.07M 0.2%
2,485
-10
28
$1.05M 0.2%
3,842
+6
29
$1.04M 0.2%
1,709
30
$953K 0.18%
3,515
+142
31
$917K 0.17%
3,875
-512
32
$911K 0.17%
2,776
+14
33
$901K 0.17%
1,141
+227
34
$846K 0.16%
3,696
+2,557
35
$690K 0.13%
9,724
+500
36
$684K 0.13%
+6,127
37
$588K 0.11%
2,154
+606
38
$586K 0.11%
12,418
+34
39
$536K 0.1%
15,057
+9,675
40
$513K 0.1%
+2,254
41
$499K 0.1%
3,049
+250
42
$476K 0.09%
+2,005
43
$458K 0.09%
2,083
44
$450K 0.09%
+5,170
45
$450K 0.09%
1,141
+4
46
$434K 0.08%
9,349
+37
47
$397K 0.08%
7,550
+25
48
$382K 0.07%
7,250
+386
49
$381K 0.07%
8,967
+1,043
50
$374K 0.07%
4,544
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