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
$502M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$84.7M
2 +$45.7M
3 +$11.5M
4
META icon
Meta Platforms (Facebook)
META
+$2.6M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.56M

Top Sells

1 +$109M
2 +$11.5M
3 +$4.32M
4
AAPL icon
Apple
AAPL
+$4.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.98M

Sector Composition

1 Technology 11.69%
2 Communication Services 7.45%
3 Consumer Discretionary 3.92%
4 Financials 0.52%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,423