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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$143K 0.03%
1,118
+466
77
$143K 0.03%
1,310
+14
78
$138K 0.03%
1,289
+7
79
$128K 0.02%
2,889
80
$117K 0.02%
528
+85
81
$111K 0.02%
242
+1
82
$105K 0.02%
352
+92
83
$96.3K 0.02%
437
+1
84
$86.4K 0.02%
1,650
+9
85
$86.1K 0.02%
2,440
+50
86
$83.7K 0.02%
+340
87
$81.4K 0.02%
+91
88
$78.1K 0.01%
1,644
-630
89
$74.1K 0.01%
2,020
+21
90
$73.4K 0.01%
5,308
91
$65.7K 0.01%
947
92
$65.2K 0.01%
352
-16
93
$64.7K 0.01%
138
+66
94
$60.4K 0.01%
398
+115
95
$59.1K 0.01%
+730
96
$58.2K 0.01%
584
-132
97
$55.2K 0.01%
+160
98
$53.9K 0.01%
373
+225
99
$52.9K 0.01%
120
+30
100
$50.2K 0.01%
204
-96
2 3
4
5 6