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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.3M
3
+$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1
+$16.1M
2
+$11.1M
3
+$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
101
iShares Semiconductor ETF
SOXX
$38.6B
$181K 0.02%
552
+1
OTIS icon
102
Otis Worldwide
OTIS
$27.1B
$175K 0.02%
2,272
IJJ icon
103
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.6B
$173K 0.02%
1,308
+4
AMGN icon
104
Amgen
AMGN
$192B
$171K 0.02%
487
+3
ARM icon
105
Arm
ARM
$357B
$163K 0.02%
+1,079
VCIT icon
106
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$162K 0.02%
1,956
+15
TER icon
107
Teradyne
TER
$57.9B
$148K 0.01%
+500
GE icon
108
GE Aerospace
GE
$343B
$148K 0.01%
+521
FLEX icon
109
Flex
FLEX
$54.5B
$145K 0.01%
2,216
BE icon
110
Bloom Energy
BE
$70.1B
$135K 0.01%
1,000
-900
NBIS
111
Nebius Group N.V.
NBIS
$56.1B
$130K 0.01%
1,250
+1,000
ABBV icon
112
AbbVie
ABBV
$400B
$126K 0.01%
580
+35
MCD icon
113
McDonald's
MCD
$203B
$118K 0.01%
379
+102
EME icon
114
Emcor
EME
$35.6B
$111K 0.01%
151
ALAB icon
115
Astera Labs
ALAB
$60.6B
$110K 0.01%
1,000
+700
FBTC icon
116
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$106K 0.01%
1,790
-165
WFC icon
117
Wells Fargo
WFC
$253B
$100K 0.01%
1,258
-422
ABT icon
118
Abbott
ABT
$156B
$92.8K 0.01%
904
+234
OKLO
119
Oklo
OKLO
$9.81B
$92.3K 0.01%
1,862
+1,134
VTV icon
120
Vanguard Value ETF
VTV
$181B
$89.7K 0.01%
457
+2
SPXC icon
121
SPX Corp
SPXC
$11.7B
$85K 0.01%
425
IMCB icon
122
iShares Morningstar Mid-Cap ETF
IMCB
$1.59B
$80.7K 0.01%
968
+3
CRWV
123
CoreWeave Inc
CRWV
$51.2B
$80.6K 0.01%
1,040
CRDO icon
124
Credo Technology Group
CRDO
$47.5B
$75.1K 0.01%
800
XYZ
125
Block Inc
XYZ
$40.9B
$73K 0.01%
1,213
+11
3 4
5
6 7