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
$525M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$10.4M
3
+$3.89M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$55.4M
2
+$1.38M
3
+$364K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$121K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$57.5K

Sector Composition

1 Technology 12.7%
2 Communication Services 8.14%
3 Consumer Discretionary 4.16%
4 Financials 0.75%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.07%
+2,522
52
$364K 0.07%
1,048
+2
53
$329K 0.06%
3,831
54
$324K 0.06%
2,939
+681
55
$319K 0.06%
2,500
56
$315K 0.06%
6,771
+219
57
$310K 0.06%
4,825
+4
58
$299K 0.06%
1,128
+215
59
$248K 0.05%
1,476
+55
60
$243K 0.05%
5,599
61
$235K 0.04%
4,545
62
$232K 0.04%
1,046
+3
63
$221K 0.04%
828
64
$214K 0.04%
3,939
+26
65
$214K 0.04%
4,411
-657
66
$210K 0.04%
1,923
+9
67
$151K 0.03%
+10,640
1 2
3