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
$637M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$16.4M
3
+$5.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.09M

Top Sells

1
+$16.1M
2
+$1.72M
3
+$1.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$210K
5
NVDA icon
NVIDIA
NVDA
+$191K

Sector Composition

1 Technology 13.45%
2 Communication Services 7.15%
3 Consumer Discretionary 3.83%
4 Financials 0.75%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.06%
1,389
+261
52
$380K 0.06%
18,280
+7,640
53
$362K 0.06%
6,400
-1,150
54
$353K 0.06%
4,044
-500
55
$345K 0.05%
3,960
-1,210
56
$345K 0.05%
2,951
+12
57
$330K 0.05%
3,831
58
$325K 0.05%
2,736
+214
59
$290K 0.05%
2,500
60
$289K 0.05%
6,000
-771
61
$287K 0.05%
4,868
+43
62
$282K 0.04%
+2,423
63
$270K 0.04%
+708
64
$255K 0.04%
1,058
+12
65
$251K 0.04%
3,965
+26
66
$251K 0.04%
831
+3
67
$247K 0.04%
4,545
68
$247K 0.04%
4,643
+232
69
$246K 0.04%
1,476
70
$238K 0.04%
5,599
71
$235K 0.04%
+1,244
72
$229K 0.04%
+3,877
73
$221K 0.03%
+2,132
74
$214K 0.03%
+3,210
75
$205K 0.03%
+1,516
1 2
3
4