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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.91M
3
+$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1
+$20.1M
2
+$6.91M
3
+$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63.1K 0.01%
1,088
+436
102
$62.5K 0.01%
357
+2
103
$58.4K 0.01%
2,103
+32
104
$57.8K 0.01%
425
+2
105
$56.5K 0.01%
+780
106
$56.1K 0.01%
206
107
$55.8K 0.01%
282
+141
108
$54.5K 0.01%
+1,508
109
$54.1K 0.01%
321
+1
110
$53.8K 0.01%
435
111
$53.7K 0.01%
161
112
$52.6K 0.01%
+500
113
$52.6K 0.01%
150
114
$52.4K 0.01%
143
-281
115
$52.3K 0.01%
425
116
$52.1K 0.01%
286
+44
117
$51.4K 0.01%
332
+2
118
$50.9K 0.01%
506
+1
119
$50.9K 0.01%
71
+1
120
$50.6K 0.01%
532
121
$50.5K 0.01%
+500
122
$49.3K 0.01%
164
123
$47.7K 0.01%
+232
124
$47.6K 0.01%
350
125
$46.8K 0.01%
90
3 4
5
6 7