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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$139K 0.03%
3,899
+3,567
77
$133K 0.02%
1,296
+7
78
$119K 0.02%
1,231
-79
79
$115K 0.02%
422
+82
80
$115K 0.02%
2,889
81
$99.7K 0.02%
244
+2
82
$95.4K 0.02%
2,464
+24
83
$93.2K 0.02%
439
+2
84
$93.2K 0.02%
354
+2
85
$88.1K 0.02%
1,653
+3
86
$83.2K 0.02%
3,279
-3,283
87
$77.2K 0.01%
947
88
$76.7K 0.01%
91
89
$74.3K 0.01%
138
90
$73.5K 0.01%
5,308
91
$68.4K 0.01%
+500
92
$67.8K 0.01%
2,044
+24
93
$66.6K 0.01%
732
+2
94
$60.9K 0.01%
1,646
+2
95
$60.1K 0.01%
355
+3
96
$58.3K 0.01%
400
+2
97
$55.1K 0.01%
584
98
$52K 0.01%
160
99
$51.8K 0.01%
374
+1
100
$51.5K 0.01%
205
+1
2 3
4
5 6