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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.91M
3
+$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1
+$20.1M
2
+$6.91M
3
+$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$145K 0.02%
2,889
77
$139K 0.02%
762
-158
78
$134K 0.02%
+2,173
79
$134K 0.02%
220
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80
$131K 0.02%
1,152
-29
81
$125K 0.02%
551
-505
82
$116K 0.02%
94
83
$111K 0.02%
245
-1
84
$108K 0.02%
139
85
$104K 0.02%
300
-300
86
$104K 0.02%
398
-43
87
$101K 0.02%
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88
$101K 0.02%
358
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89
$99.1K 0.01%
947
90
$95.1K 0.01%
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91
$94K 0.01%
732
92
$86.8K 0.01%
271
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93
$83.3K 0.01%
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94
$74.6K 0.01%
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95
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1,362
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96
$68.3K 0.01%
1,406
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97
$65.4K 0.01%
403
+2
98
$65.3K 0.01%
188
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99
$64.3K 0.01%
659
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100
$63.2K 0.01%
+774
2 3
4
5 6