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
$637M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$16.1M
2 +$1.72M
3 +$1.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$210K
5
NVDA icon
NVIDIA
NVDA
+$191K

Sector Composition

1 Technology 13.45%
2 Communication Services 7.15%
3 Consumer Discretionary 3.83%
4 Financials 0.75%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.03%
+1,209
77
$202K 0.03%
+1,106
78
-1,923
79
-11,818