SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.81M
3
+$9.69M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.05M

Top Sells

1
+$28.9M
2
+$1.82M
3
+$1.72M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

1 Technology 28.06%
2 Communication Services 9.35%
3 Financials 4.98%
4 Consumer Discretionary 4.63%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
51
Arista Networks
ANET
$168B
$970K 0.09%
7,400
+1,000
VOO icon
52
Vanguard S&P 500 ETF
VOO
$847B
$961K 0.09%
1,532
-129
TSM icon
53
TSMC
TSM
$1.75T
$942K 0.09%
3,098
+1,501
PLTR icon
54
Palantir
PLTR
$367B
$843K 0.08%
4,742
-1,000
RTX icon
55
RTX Corp
RTX
$273B
$766K 0.07%
4,175
+1
LMT icon
56
Lockheed Martin
LMT
$150B
$741K 0.07%
1,533
-11
GBIL icon
57
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.11B
$730K 0.07%
7,308
+1,790
EQIX icon
58
Equinix
EQIX
$95.5B
$728K 0.07%
950
-7
NFLX icon
59
Netflix
NFLX
$398B
$705K 0.06%
7,520
+800
UNH icon
60
UnitedHealth
UNH
$251B
$663K 0.06%
2,009
-1,582
INTC icon
61
Intel
INTC
$226B
$655K 0.06%
17,744
+8,500
HOOD icon
62
Robinhood
HOOD
$68.5B
$622K 0.06%
5,500
+3,000
TSLA icon
63
Tesla
TSLA
$1.48T
$591K 0.05%
1,313
+261
GBTC icon
64
Grayscale Bitcoin Trust
GBTC
$28B
$581K 0.05%
8,500
SBUX icon
65
Starbucks
SBUX
$114B
$549K 0.05%
6,515
-1,598
BSX icon
66
Boston Scientific
BSX
$102B
$534K 0.05%
5,599
-77
ADBE icon
67
Adobe
ADBE
$110B
$514K 0.05%
1,468
-16
ADSK icon
68
Autodesk
ADSK
$52.7B
$499K 0.05%
1,686
IBDR icon
69
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$482K 0.04%
19,883
+276
PANW icon
70
Palo Alto Networks
PANW
$137B
$451K 0.04%
2,448
+500
IYW icon
71
iShares US Technology ETF
IYW
$19.1B
$441K 0.04%
2,206
+1
GS icon
72
Goldman Sachs
GS
$234B
$423K 0.04%
481
+301
CSCO icon
73
Cisco
CSCO
$307B
$399K 0.04%
5,184
+30
VOOG icon
74
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$362K 0.03%
814
+1
CRWD icon
75
CrowdStrike
CRWD
$112B
$325K 0.03%
694
+200
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3
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