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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$723K 0.09%
14,034
+2,025
52
$689K 0.09%
7,180
+6,400
53
$658K 0.09%
2,389
54
$580K 0.08%
3,581
+13
55
$545K 0.07%
10,800
+505
56
$537K 0.07%
3,443
-1,050
57
$482K 0.06%
5,749
58
$465K 0.06%
1,673
59
$438K 0.06%
1,675
-140
60
$421K 0.05%
14,540
+92
61
$341K 0.04%
5,478
+21
62
$336K 0.04%
1,968
63
$334K 0.04%
+2,202
64
$313K 0.04%
3,119
-987
65
$298K 0.04%
420
66
$279K 0.04%
807
+1
67
$252K 0.03%
1,085
+9
68
$251K 0.03%
4,044
69
$222K 0.03%
792
+500
70
$212K 0.03%
239
71
$210K 0.03%
3,370
+9
72
$207K 0.03%
658
+2
73
$194K 0.03%
8,087
74
$191K 0.02%
+7,326
75
$191K 0.02%
1,595
1 2
3
4 5