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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.87M
3
+$6.6M
4
CRM icon
Salesforce
CRM
+$4.14M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M

Top Sells

1
+$4.15M
2
+$3.76M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$2.12M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M

Sector Composition

1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.13%
247,765
-27,084
27
$10.5M 0.99%
92,809
+9,167
28
$10.2M 0.96%
114,395
-5,387
29
$9.71M 0.92%
35,593
-4,492
30
$9.53M 0.9%
23,522
-9,186
31
$6.19M 0.58%
44,667
32
$3.8M 0.36%
7,563
-796
33
$3.76M 0.36%
46,775
-5
34
$3.17M 0.3%
7,077
+6,450
35
$3.02M 0.28%
9,578
-1,019
36
$3M 0.28%
12,323
+706
37
$2.91M 0.27%
31,688
-9,198
38
$2.75M 0.26%
19,981
-1,212
39
$2.62M 0.25%
31,191
+23
40
$1.8M 0.17%
9,694
-784
41
$1.79M 0.17%
2,619
+4
42
$1.77M 0.17%
6,268
+6,144
43
$1.57M 0.15%
21,395
+103
44
$1.42M 0.13%
12,128
+12
45
$1.34M 0.13%
13,726
-3,273
46
$1.34M 0.13%
3,917
+15
47
$1.25M 0.12%
1,865
+6
48
$1.24M 0.12%
3,591
-452
49
$1.11M 0.11%
7,176
-553
50
$1.05M 0.1%
5,742
+4,147
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