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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$50.2K 0.01%
+502
102
$50.1K 0.01%
197
+1
103
$42.8K 0.01%
435
104
$42.7K 0.01%
597
+537
105
$42.5K 0.01%
421
+420
106
$40K 0.01%
867
+8
107
$39.7K 0.01%
+89
108
$38.8K 0.01%
239
109
$38.7K 0.01%
1,135
+11
110
$37.3K 0.01%
+1,337
111
$37.1K 0.01%
265
112
$36K 0.01%
+560
113
$33.9K 0.01%
+150
114
$33.6K 0.01%
+378
115
$32K 0.01%
154
-136
116
$31.7K 0.01%
621
+2
117
$31.6K 0.01%
+539
118
$31.2K 0.01%
+70
119
$30.5K 0.01%
187
120
$29.7K 0.01%
+165
121
$29K 0.01%
262
-238
122
$28.8K 0.01%
135
+3
123
$28.7K 0.01%
+240
124
$28.2K 0.01%
693
+4
125
$28.2K 0.01%
+503
3 4
5
6 7