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
$609M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$8.81M
2 +$5.15M
3 +$3.2M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M

Top Sells

1 +$7.3M
2 +$2.19M
3 +$419K
4
SBUX icon
Starbucks
SBUX
+$345K
5
BABA icon
Alibaba
BABA
+$325K

Sector Composition

1 Technology 14.05%
2 Communication Services 7.7%
3 Consumer Discretionary 4.25%
4 Financials 0.85%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,209
77
-3,877
78
-1,244
79
-1,106
80
-2,132
81
-2,951
82
-6,000