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
$437M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$15.8M
3
+$2.92M
4
ASML icon
ASML
ASML
+$2.88M
5
MRK icon
Merck
MRK
+$2.83M

Top Sells

1
+$22.7M
2
+$20M
3
+$18.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$8.01M

Sector Composition

1 Technology 14.62%
2 Communication Services 4.57%
3 Financials 4.23%
4 Consumer Discretionary 3.39%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.01%
+272
102
$47K 0.01%
+203
103
$43.4K 0.01%
+5,308
104
$43.1K 0.01%
+195
105
$36.2K 0.01%
+3,500
106
$36.1K 0.01%
+238
107
$35.9K 0.01%
+856
108
$35.6K 0.01%
+197
109
$35.5K 0.01%
+1,115
110
$34.8K 0.01%
+401
111
$32.7K 0.01%
+153
112
$32K 0.01%
+435
113
$31.4K 0.01%
+602
114
$30.4K 0.01%
+265
115
$28.4K 0.01%
+227
116
$28.4K 0.01%
+187
117
$27.7K 0.01%
+617
118
$27.3K 0.01%
+331
119
$27K 0.01%
+692
120
$26.4K 0.01%
+639
121
$25.8K 0.01%
+2,017
122
$25.1K 0.01%
+349
123
$24.7K 0.01%
+77
124
$23K 0.01%
+187
125
$22.2K 0.01%
+330
3 4
5
6 7