SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
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 Trust iShares 0-1 Year 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
51
$625K 0.08%
2,389
52
$619K 0.08%
6,630
+230
53
$599K 0.08%
7,680
+500
54
$563K 0.07%
8,500
-2,300
55
$556K 0.07%
5,599
-150
56
$541K 0.07%
4,108
+3,723
57
$443K 0.06%
1,681
+6
58
$413K 0.05%
1,673
59
$372K 0.05%
14,752
+108
60
$364K 0.05%
2,108
-360
61
$331K 0.04%
5,443
+3,596
62
$316K 0.04%
3,577
-117
63
$314K 0.04%
6,606
+2,000
64
$310K 0.04%
2,204
+2
65
$303K 0.04%
2,925
+9
66
$288K 0.04%
+4,545
67
$283K 0.04%
792
-300
68
$271K 0.04%
811
+1
69
$265K 0.03%
4,044
70
$261K 0.03%
4,478
-582
71
$242K 0.03%
1,466
+1,001
72
$235K 0.03%
10,339
73
$232K 0.03%
+2,272
74
$224K 0.03%
1,038
-55
75
$204K 0.03%
3,389
+7
1 2
3
4 5