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
$400M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$9.37M
3
+$4.88M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.57M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$2.59M

Top Sells

1
+$5.08M
2
+$3.48M
3
+$1.04M
4
AMD icon
Advanced Micro Devices
AMD
+$534K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$221K

Sector Composition

1 Technology 12.37%
2 Communication Services 6.03%
3 Consumer Discretionary 4.56%
4 Financials 0.73%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.06%
+1,362
52
$226K 0.06%
4,644
-8
53
$215K 0.05%
+5,624
54
$215K 0.05%
5,469
-6
55
– –
-83,736
1 2
3