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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.3M
3
+$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1
+$16.1M
2
+$11.1M
3
+$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
76
GE Vernova
GEV
$242B
$353K 0.03%
404
+200
BA icon
77
Boeing
BA
$170B
$334K 0.03%
1,678
+500
VOOG icon
78
Vanguard S&P 500 Growth ETF
VOOG
$24.8B
$332K 0.03%
4,890
+6
EW icon
79
Edwards Lifesciences
EW
$49.3B
$316K 0.03%
+3,952
STT icon
80
State Street
STT
$44.9B
$312K 0.03%
2,467
+16
VTI icon
81
Vanguard Total Stock Market ETF
VTI
$636B
$295K 0.03%
+919
LRCX icon
82
Lam Research
LRCX
$431B
$276K 0.03%
1,294
+1,048
GBTC icon
83
Grayscale Bitcoin Trust
GBTC
$9.4B
$266K 0.03%
5,050
-3,450
CARR icon
84
Carrier Global
CARR
$56.3B
$256K 0.03%
4,545
TRMB icon
85
Trimble
TRMB
$11.5B
$251K 0.02%
3,844
CVX icon
86
Chevron
CVX
$378B
$247K 0.02%
1,196
-6,905
DFUS icon
87
Dimensional US Equity ETF
DFUS
$19.9B
$243K 0.02%
3,422
+8
IWB icon
88
iShares Russell 1000 ETF
IWB
$47B
$239K 0.02%
669
+2
IBIT icon
89
iShares Bitcoin Trust
IBIT
$48.3B
$235K 0.02%
6,106
ADBE icon
90
Adobe
ADBE
$90B
$232K 0.02%
953
-515
DINT icon
91
Davis Select International ETF
DINT
$280M
$226K 0.02%
8,412
TSM icon
92
TSMC
TSM
$2.13T
$223K 0.02%
660
-2,438
AMAT icon
93
Applied Materials
AMAT
$419B
$222K 0.02%
649
+506
GLD icon
94
SPDR Gold Trust
GLD
$134B
$220K 0.02%
512
+30
ACWI icon
95
iShares MSCI ACWI ETF
ACWI
$31.7B
$215K 0.02%
1,554
ADI icon
96
Analog Devices
ADI
$194B
$214K 0.02%
672
+27
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$78.1B
$211K 0.02%
1,424
+108
MDY icon
98
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$208K 0.02%
337
+1
PFE icon
99
Pfizer
PFE
$149B
$208K 0.02%
7,397
+35
VB icon
100
Vanguard Small-Cap ETF
VB
$77.6B
$196K 0.02%
750
+3
2 3
4
5 6