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
$481M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.31M
3
+$2.07M
4
MSFT icon
Microsoft
MSFT
+$1.6M
5
NVDA icon
NVIDIA
NVDA
+$937K

Top Sells

1
+$10.5M
2
+$1.1M
3
+$908K
4
COIN icon
Coinbase
COIN
+$660K
5
NFLX icon
Netflix
NFLX
+$644K

Sector Composition

1 Technology 15.03%
2 Communication Services 7.95%
3 Consumer Discretionary 3.67%
4 Financials 0.63%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$895K 0.19%
2,360
+8
27
$860K 0.18%
3,831
-2,499
28
$844K 0.18%
4,288
-122
29
$843K 0.18%
3,854
+7
30
$829K 0.17%
1,262
+38
31
$767K 0.16%
3,895
+6
32
$627K 0.13%
2,295
-3
33
$627K 0.13%
4,440
-786
34
$614K 0.13%
1,769
35
$581K 0.12%
4,370
+23
36
$557K 0.12%
3,238
-644
37
$547K 0.11%
4,854
-1,073
38
$537K 0.11%
5,210
+77
39
$511K 0.11%
12,542
+46
40
$471K 0.1%
+990
41
$455K 0.09%
6,518
+2,547
42
$397K 0.08%
1,448
-1,355
43
$381K 0.08%
1,489
+92
44
$380K 0.08%
6,867
45
$376K 0.08%
3,915
+46
46
$375K 0.08%
12,052
+831
47
$358K 0.07%
8,404
+62
48
$339K 0.07%
+16,094
49
$336K 0.07%
2,500
50
$332K 0.07%
1,052
-280
1
2
3 4