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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$145K 0.03%
645
+2
77
$138K 0.03%
1,282
+5
78
$131K 0.03%
1,296
+130
79
$126K 0.03%
3,373
+2,734
80
$117K 0.02%
2,889
81
$114K 0.02%
241
+1
82
$107K 0.02%
443
+4
83
$90.7K 0.02%
2,390
-96
84
$88.9K 0.02%
436
+2
85
$87.4K 0.02%
+1,600
86
$83.8K 0.02%
1,000
87
$81.7K 0.02%
947
88
$81.6K 0.02%
1,999
+20
89
$80.7K 0.02%
1,641
+3
90
$79.4K 0.02%
2,274
+630
91
$72.8K 0.02%
260
+1
92
$69.3K 0.01%
716
+136
93
$68.8K 0.01%
5,308
94
$67.8K 0.01%
300
+97
95
$67K 0.01%
368
+171
96
$65.1K 0.01%
652
-2,724
97
$61.3K 0.01%
+600
98
$59K 0.01%
+500
99
$55.3K 0.01%
290
+137
100
$52.9K 0.01%
185
+1
2 3
4
5 6