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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.2K 0.01%
196
+1
102
$42.3K 0.01%
+144
103
$42K 0.01%
283
+96
104
$38.8K 0.01%
859
+3
105
$36.8K 0.01%
239
+1
106
$36.7K 0.01%
1,124
+9
107
$34.8K 0.01%
265
108
$31.6K 0.01%
435
109
$31.1K 0.01%
90
+40
110
$30.4K 0.01%
+133
111
$29.8K 0.01%
+954
112
$29.5K 0.01%
619
+2
113
$29.5K 0.01%
+132
114
$29.4K 0.01%
+51
115
$28.6K 0.01%
+90
116
$28.1K 0.01%
1,743
+882
117
$28.1K 0.01%
227
118
$27.8K 0.01%
689
-3
119
$27.8K 0.01%
334
+3
120
$27.6K 0.01%
187
121
$27.3K 0.01%
+139
122
$26.8K 0.01%
+140
123
$25.6K 0.01%
+551
124
$25K 0.01%
+342
125
$24.7K 0.01%
+72
3 4
5
6 7