SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
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
+$6.81M
2
+$6.77M
3
+$6.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.96M
5
CRM icon
Salesforce
CRM
+$3.89M

Top Sells

1
+$4.17M
2
+$3.85M
3
+$3.72M
4
AAPL icon
Apple
AAPL
+$2.39M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.98M

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
VOO icon
51
Vanguard S&P 500 ETF
VOO
$831B
$1.02M 0.1%
1,661
-599
MA icon
52
Mastercard
MA
$506B
$977K 0.09%
1,717
+19
ANET icon
53
Arista Networks
ANET
$169B
$933K 0.09%
6,400
-1,280
MU icon
54
Micron Technology
MU
$291B
$851K 0.08%
5,086
-497
NFLX icon
55
Netflix
NFLX
$399B
$806K 0.08%
6,720
+90
LMT icon
56
Lockheed Martin
LMT
$110B
$771K 0.07%
1,544
+1,310
GBTC icon
57
Grayscale Bitcoin Trust
GBTC
$36.7B
$763K 0.07%
8,500
EQIX icon
58
Equinix
EQIX
$74B
$750K 0.07%
957
-15
RTX icon
59
RTX Corp
RTX
$238B
$698K 0.07%
4,174
+13
SBUX icon
60
Starbucks
SBUX
$96.4B
$686K 0.06%
8,113
-2,137
BSX icon
61
Boston Scientific
BSX
$136B
$554K 0.05%
5,676
+77
GBIL icon
62
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.56B
$553K 0.05%
5,518
-277
ADSK icon
63
Autodesk
ADSK
$63.8B
$536K 0.05%
1,686
ADBE icon
64
Adobe
ADBE
$147B
$524K 0.05%
1,484
-8
IBDR icon
65
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$476K 0.04%
19,607
+205
IBDQ icon
66
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$475K 0.04%
18,857
+197
TSLA icon
67
Tesla
TSLA
$1.49T
$468K 0.04%
1,052
-313
TSM icon
68
TSMC
TSM
$1.58T
$446K 0.04%
1,597
-1,374
IYW icon
69
iShares US Technology ETF
IYW
$21.5B
$432K 0.04%
2,205
PANW icon
70
Palo Alto Networks
PANW
$133B
$397K 0.04%
1,948
HOOD icon
71
Robinhood
HOOD
$111B
$358K 0.03%
2,500
+500
VOOG icon
72
Vanguard S&P 500 Growth ETF
VOOG
$21.8B
$354K 0.03%
813
+1
CSCO icon
73
Cisco
CSCO
$313B
$353K 0.03%
5,154
+148
TRMB icon
74
Trimble
TRMB
$19.8B
$314K 0.03%
3,844
INTC icon
75
Intel
INTC
$188B
$310K 0.03%
9,244
1 2
3
4 5