SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$109K 0.01%
589
+16
102
$108K 0.01%
234
+16
103
$106K 0.01%
780
-42
104
$93.6K 0.01%
1,169
-1,502
105
$90.2K 0.01%
566
-162
106
$86.8K 0.01%
297
-70
107
$85.8K 0.01%
307
+195
108
$83.8K 0.01%
275
+43
109
$83.5K 0.01%
495
+1
110
$80.6K 0.01%
151
111
$77.6K 0.01%
1,433
+11
112
$76.3K 0.01%
958
+4
113
$74.3K 0.01%
599
114
$73.4K 0.01%
+1,392
115
$72K 0.01%
193
+1
116
$71.3K 0.01%
425
117
$68.6K 0.01%
288
+1
118
$67.7K 0.01%
953
+33
119
$62.4K 0.01%
209
-95
120
$62.1K 0.01%
+341
121
$61.1K 0.01%
450
+222
122
$58.5K 0.01%
167
+1
123
$58.1K 0.01%
150
+6
124
$56.6K 0.01%
180
125
$56.1K 0.01%
229
3 4
5
6 7