SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$105K 0.01%
554
+1
102
$102K 0.01%
947
103
$96.2K 0.01%
218
+29
104
$92.5K 0.01%
304
+1
105
$90.4K 0.01%
2,670
+37
106
$87.7K 0.01%
587
+70
107
$77.6K 0.01%
508
+3
108
$75.2K 0.01%
494
109
$73.8K 0.01%
509
+1
110
$73.5K 0.01%
2,216
111
$72.1K 0.01%
1,422
112
$70.3K 0.01%
+954
113
$65.9K 0.01%
232
114
$65.9K 0.01%
192
115
$64K 0.01%
162
116
$63.2K 0.01%
1,053
+347
117
$62.9K 0.01%
1,500
+500
118
$59.1K 0.01%
814
+3
119
$58.7K 0.01%
+599
120
$58.5K 0.01%
509
121
$58.2K 0.01%
920
-376
122
$57.8K 0.01%
287
+2
123
$55.8K 0.01%
151
+1
124
$55K 0.01%
425
125
$54.7K 0.01%
334
+2
3 4
5
6 7