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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$189K 0.02%
796
+3
77
$188K 0.02%
331
+1
78
$183K 0.02%
1,540
+4
79
$177K 0.02%
1,036
80
$177K 0.02%
548
+3
81
$161K 0.02%
1,992
+602
82
$149K 0.02%
+978
83
$144K 0.02%
1,328
-126
84
$142K 0.02%
9,779
+264
85
$141K 0.02%
715
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86
$137K 0.02%
2,889
87
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94
88
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552
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$126K 0.02%
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90
$116K 0.02%
2,186
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91
$114K 0.01%
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$110K 0.01%
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188
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$107K 0.01%
302
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95
$102K 0.01%
507
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96
$98.3K 0.01%
2,222
97
$95.2K 0.01%
3,279
98
$89.3K 0.01%
115
99
$87.9K 0.01%
517
+154
100
$86K 0.01%
191
2 3
4
5 6