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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.11%
12,669
+43
52
$557K 0.1%
711
-187
53
$557K 0.1%
2,128
+138
54
$489K 0.09%
2,390
-54
55
$466K 0.09%
1,185
+181
56
$441K 0.08%
2,803
+231
57
$439K 0.08%
4,477
-68
58
$431K 0.08%
4,970
-2,580
59
$428K 0.08%
8,278
+68
60
$409K 0.08%
6,487
+120
61
$402K 0.08%
2,493
+9
62
$334K 0.06%
6,385
+15
63
$311K 0.06%
5,749
+150
64
$226K 0.04%
4,545
-351
65
$220K 0.04%
3,735
+1,257
66
$214K 0.04%
4,044
67
$203K 0.04%
799
68
$202K 0.04%
2,272
69
$202K 0.04%
1,041
+67
70
$184K 0.03%
596
+411
71
$182K 0.03%
6,562
-4,396
72
$171K 0.03%
1,550
+158
73
$166K 0.03%
346
+1
74
$158K 0.03%
647
+2
75
$156K 0.03%
1,157
-100
1 2
3
4 5