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
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$194B
$8.94M 1.17%
18,167
+17,919
ONEQ icon
27
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.18B
$8.5M 1.11%
124,719
-4,556
CRM icon
28
Salesforce
CRM
$243B
$7.82M 1.02%
28,972
-4,779
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.86M 0.77%
11,125
-19,007
SBUX icon
30
Starbucks
SBUX
$97.9B
$3.92M 0.51%
40,099
-87,414
MGV icon
31
Vanguard Mega Cap Value ETF
MGV
$10.2B
$3.28M 0.43%
25,798
-1,733
RBLX icon
32
Roblox
RBLX
$88.5B
$3.05M 0.4%
51,613
-17,491
MGK icon
33
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$2.91M 0.38%
9,422
JPM icon
34
JPMorgan Chase
JPM
$818B
$2.87M 0.37%
11,808
+1,448
MRVL icon
35
Marvell Technology
MRVL
$72.5B
$2.08M 0.27%
33,571
+569
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.15T
$1.83M 0.24%
11,706
-40
UNH icon
37
UnitedHealth
UNH
$328B
$1.82M 0.24%
3,521
-11,026
JNJ icon
38
Johnson & Johnson
JNJ
$459B
$1.75M 0.23%
10,672
+7,077
INTU icon
39
Intuit
INTU
$190B
$1.56M 0.2%
2,611
+4
SPHQ icon
40
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$1.44M 0.19%
21,985
-933
V icon
41
Visa
V
$674B
$1.33M 0.17%
3,889
-505
ADBE icon
42
Adobe
ADBE
$148B
$1.25M 0.16%
3,234
-2,738
UBER icon
43
Uber
UBER
$196B
$1.21M 0.16%
16,592
-18,591
CVX icon
44
Chevron
CVX
$313B
$1.15M 0.15%
6,915
+149
VOO icon
45
Vanguard S&P 500 ETF
VOO
$771B
$1.12M 0.15%
2,187
+125
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$125B
$1.09M 0.14%
3,026
+3
IVV icon
47
iShares Core S&P 500 ETF
IVV
$672B
$1.03M 0.14%
1,854
+6
MA icon
48
Mastercard
MA
$519B
$917K 0.12%
1,696
+3
OXY icon
49
Occidental Petroleum
OXY
$41.9B
$891K 0.12%
18,249
+955
EQIX icon
50
Equinix
EQIX
$82.2B
$776K 0.1%
967
-5
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2
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