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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.1M 1.18%
30,555
-1,559
27
$8.81M 1.15%
57,554
-2,286
28
$8.53M 1.11%
72,764
+1,314
29
$8.21M 1.07%
72,335
+8,982
30
$8.02M 1.04%
9,620
+782
31
$7.29M 0.95%
12,462
-3,941
32
$4.99M 0.65%
30,386
+153
33
$4.97M 0.65%
38,754
-83,711
34
$3.07M 0.4%
9,544
-376
35
$2.97M 0.39%
5,736
+415
36
$2.41M 0.31%
32,072
+3,153
37
$2.38M 0.31%
32,978
+23,678
38
$2.14M 0.28%
10,166
+453
39
$2.11M 0.27%
12,619
-280
40
$1.81M 0.24%
6,565
-21,532
41
$1.62M 0.21%
2,603
-228
42
$1.57M 0.2%
23,304
-533
43
$1.33M 0.17%
7,789
+471
44
$1.13M 0.15%
3,020
+5
45
$1.12M 0.15%
2,113
+5
46
$1.06M 0.14%
1,842
+7
47
$920K 0.12%
6,245
+720
48
$862K 0.11%
8,313
+4,504
49
$859K 0.11%
968
+5
50
$836K 0.11%
1,692
+502
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2
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