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
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSK icon
51
Autodesk
ADSK
$66.6B
$625K 0.08%
2,389
NFLX icon
52
Netflix
NFLX
$464B
$619K 0.08%
663
+23
ANET icon
53
Arista Networks
ANET
$193B
$599K 0.08%
7,680
+500
GBTC icon
54
Grayscale Bitcoin Trust
GBTC
$44.3B
$563K 0.07%
8,500
-2,300
BSX icon
55
Boston Scientific
BSX
$150B
$556K 0.07%
5,599
-150
RTX icon
56
RTX Corp
RTX
$240B
$541K 0.07%
4,108
+3,723
TSLA icon
57
Tesla
TSLA
$1.44T
$443K 0.06%
1,681
+6
MNDY icon
58
monday.com
MNDY
$10.2B
$413K 0.05%
1,673
PFE icon
59
Pfizer
PFE
$141B
$372K 0.05%
14,752
+108
PANW icon
60
Palo Alto Networks
PANW
$147B
$364K 0.05%
2,108
-360
CSCO icon
61
Cisco
CSCO
$279B
$331K 0.04%
5,443
+3,596
MU icon
62
Micron Technology
MU
$246B
$316K 0.04%
3,577
-117
IBIT icon
63
iShares Bitcoin Trust
IBIT
$84.7B
$314K 0.04%
6,606
+2,000
IYW icon
64
iShares US Technology ETF
IYW
$22.8B
$310K 0.04%
2,204
+2
TGT icon
65
Target
TGT
$42.8B
$303K 0.04%
2,925
+9
CARR icon
66
Carrier Global
CARR
$49.2B
$288K 0.04%
+4,545
CRWD icon
67
CrowdStrike
CRWD
$132B
$283K 0.04%
792
-300
VOOG icon
68
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
$271K 0.04%
811
+1
TRMB icon
69
Trimble
TRMB
$19.4B
$265K 0.03%
4,044
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$101B
$261K 0.03%
4,478
-582
TSM icon
71
TSMC
TSM
$1.53T
$242K 0.03%
1,466
+1,001
INTC icon
72
Intel
INTC
$182B
$235K 0.03%
10,339
OTIS icon
73
Otis Worldwide
OTIS
$36.1B
$232K 0.03%
+2,272
AMT icon
74
American Tower
AMT
$89.7B
$224K 0.03%
1,038
-55
DFUS icon
75
Dimensional US Equity ETF
DFUS
$17.3B
$204K 0.03%
3,389
+7
1 2
3
4 5