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
$481M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$2.31M
3 +$2.07M
4
MSFT icon
Microsoft
MSFT
+$1.6M
5
NVDA icon
NVIDIA
NVDA
+$937K

Top Sells

1 +$10.5M
2 +$1.1M
3 +$908K
4
COIN icon
Coinbase
COIN
+$660K
5
NFLX icon
Netflix
NFLX
+$644K

Sector Composition

1 Technology 15.03%
2 Communication Services 7.95%
3 Consumer Discretionary 3.67%
4 Financials 0.63%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,053
77
-7,444