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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85.5K 0.01%
+503
102
$85.4K 0.01%
1,050
+10
103
$81.3K 0.01%
2,590
+37
104
$77K 0.01%
774
105
$74.4K 0.01%
1,417
+5
106
$74.1K 0.01%
427
+1
107
$74.1K 0.01%
+2,216
108
$72.8K 0.01%
257
-140
109
$70.6K 0.01%
532
110
$70.4K 0.01%
947
111
$70.4K 0.01%
406
+1
112
$67.8K 0.01%
+301
113
$67.8K 0.01%
425
114
$66.3K 0.01%
508
+1
115
$65.4K 0.01%
284
+1
116
$65.2K 0.01%
900
-1,273
117
$64.7K 0.01%
150
118
$63.9K 0.01%
+492
119
$62.9K 0.01%
1,548
+19
120
$62.1K 0.01%
1,100
+6
121
$59.7K 0.01%
188
122
$58.4K 0.01%
332
123
$57.4K 0.01%
71
124
$56.4K 0.01%
232
125
$56K 0.01%
143
+1
3 4
5
6 7