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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.09%
2,390
52
$469K 0.09%
1,185
53
$442K 0.08%
8,224
-54
54
$441K 0.08%
6,487
55
$433K 0.08%
1,731
-397
56
$427K 0.08%
2,531
-272
57
$415K 0.08%
4,990
+20
58
$383K 0.07%
2,493
59
$372K 0.07%
512
-199
60
$328K 0.06%
3,273
+2,771
61
$319K 0.06%
6,385
62
$304K 0.06%
5,749
63
$263K 0.05%
4,051
+316
64
$218K 0.04%
4,044
65
$198K 0.04%
801
+2
66
$185K 0.03%
1,578
+460
67
$184K 0.03%
598
+2
68
$173K 0.03%
1,049
+8
69
$166K 0.03%
+1,050
70
$157K 0.03%
1,052
-105
71
$155K 0.03%
3,330
-9,339
72
$152K 0.03%
647
73
$149K 0.03%
327
-19
74
$147K 0.03%
1,539
-11
75
$143K 0.03%
532
+4
1 2
3
4 5