SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
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
+$3.91M
2
+$2.72M
3
+$2.24M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$11.7M
2
+$1.18M
3
+$996K
4
TSLA icon
Tesla
TSLA
+$682K
5
COIN icon
Coinbase
COIN
+$660K

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
– –
-832
77
– –
-1,053
1 2 3
4