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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48.2K 0.01%
197
102
$46.8K 0.01%
651
-3,826
103
$45.3K 0.01%
120
104
$40.7K 0.01%
601
+4
105
$39.6K 0.01%
435
106
$39K 0.01%
90
+1
107
$38.4K 0.01%
1,144
+9
108
$38.2K 0.01%
873
+6
109
$37.3K 0.01%
240
+1
110
$36.6K 0.01%
421
111
$35.2K 0.01%
560
112
$32.7K 0.01%
265
113
$32.2K 0.01%
150
114
$31.2K 0.01%
70
115
$31.1K 0.01%
504
+1
116
$30.4K 0.01%
623
+2
117
$30K 0.01%
241
+1
118
$29.9K 0.01%
290
+2
119
$29.8K 0.01%
187
120
$29.8K 0.01%
135
121
$29.7K 0.01%
+631
122
$29.1K 0.01%
378
123
$28.7K 0.01%
155
+1
124
$27.4K 0.01%
306
+2
125
$27.4K 0.01%
699
+6
3 4
5
6 7