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
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$34.1M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.29M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.75M

Top Sells

1
+$9.53M
2
+$3.31M
3
+$3.22M
4
SBUX icon
Starbucks
SBUX
+$2.74M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.2M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
Netflix
NFLX
$464B
$888K 0.09%
663
ANET icon
52
Arista Networks
ANET
$193B
$786K 0.08%
7,680
EQIX icon
53
Equinix
EQIX
$82.2B
$773K 0.08%
972
+5
OXY icon
54
Occidental Petroleum
OXY
$41.9B
$771K 0.08%
18,348
+99
GBTC icon
55
Grayscale Bitcoin Trust
GBTC
$44.3B
$721K 0.08%
8,500
MU icon
56
Micron Technology
MU
$246B
$688K 0.07%
5,583
+2,006
TSM icon
57
TSMC
TSM
$1.53T
$673K 0.07%
2,971
+1,505
RTX icon
58
RTX Corp
RTX
$240B
$608K 0.06%
4,161
+53
BSX icon
59
Boston Scientific
BSX
$150B
$601K 0.06%
5,599
GBIL icon
60
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$580K 0.06%
+5,795
ADBE icon
61
Adobe
ADBE
$148B
$577K 0.06%
1,492
-1,742
ADSK icon
62
Autodesk
ADSK
$66.6B
$522K 0.05%
1,686
-703
IBDR icon
63
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$471K 0.05%
+19,402
IBDQ icon
64
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$470K 0.05%
+18,660
TSLA icon
65
Tesla
TSLA
$1.44T
$434K 0.05%
1,365
-316
IBIT icon
66
iShares Bitcoin Trust
IBIT
$84.7B
$404K 0.04%
6,606
PANW icon
67
Palo Alto Networks
PANW
$147B
$399K 0.04%
1,948
-160
IYW icon
68
iShares US Technology ETF
IYW
$22.8B
$382K 0.04%
2,205
+1
CSCO icon
69
Cisco
CSCO
$279B
$347K 0.04%
5,006
-437
ISRG icon
70
Intuitive Surgical
ISRG
$194B
$341K 0.04%
627
-17,540
CARR icon
71
Carrier Global
CARR
$49.2B
$333K 0.03%
4,545
PFE icon
72
Pfizer
PFE
$141B
$330K 0.03%
13,598
-1,154
VOOG icon
73
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
$322K 0.03%
812
+1
TRMB icon
74
Trimble
TRMB
$19.4B
$292K 0.03%
3,844
-200
BA icon
75
Boeing
BA
$167B
$289K 0.03%
1,378
+400
1 2
3
4 5