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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.01%
923
-185
102
$103K 0.01%
+100
103
$98.1K 0.01%
1,296
+5
104
$96.4K 0.01%
3,279
105
$92K 0.01%
189
+1
106
$91.8K 0.01%
465
+38
107
$91.8K 0.01%
517
-198
108
$85.1K 0.01%
2,216
109
$82.6K 0.01%
508
+1
110
$81.4K 0.01%
1,159
+59
111
$78.6K 0.01%
517
112
$77.8K 0.01%
2,633
+43
113
$77.6K 0.01%
505
+2
114
$75.5K 0.01%
260
+3
115
$75.2K 0.01%
509
+1
116
$74.6K 0.01%
947
117
$74.6K 0.01%
494
+2
118
$74K 0.01%
1,422
+5
119
$70.7K 0.01%
192
+1
120
$68.4K 0.01%
408
+2
121
$68.3K 0.01%
150
122
$63.5K 0.01%
738
-802
123
$62.2K 0.01%
435
124
$61.8K 0.01%
425
125
$61.7K 0.01%
532
3 4
5
6 7