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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87.4K 0.01%
187
-58
102
$82.7K 0.01%
+2,222
103
$77.3K 0.01%
191
+1
104
$74K 0.01%
426
+1
105
$70.4K 0.01%
188
106
$68.3K 0.01%
780
107
$67.9K 0.01%
1,375
+13
108
$67K 0.01%
774
109
$66.7K 0.01%
405
+2
110
$65K 0.01%
1,094
+6
111
$64.6K 0.01%
109
+100
112
$64.6K 0.01%
283
+1
113
$61.5K 0.01%
+200
114
$60.4K 0.01%
425
115
$59.8K 0.01%
363
+6
116
$59.8K 0.01%
1,412
+6
117
$57.6K 0.01%
897
118
$56.4K 0.01%
435
119
$54.8K 0.01%
150
120
$54.4K 0.01%
1,529
+21
121
$53.4K 0.01%
507
+1
122
$53.3K 0.01%
532
123
$53.3K 0.01%
207
+1
124
$53.1K 0.01%
+1,900
125
$52.1K 0.01%
286
3 4
5
6 7