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
$1.1B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.81M
3 +$9.69M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.05M

Top Sells

1 +$28.9M
2 +$1.82M
3 +$1.72M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

1 Technology 28.06%
2 Communication Services 9.35%
3 Financials 4.98%
4 Consumer Discretionary 4.63%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIS icon
126
Walt Disney
DIS
$176B
$68.4K 0.01%
601
IWV icon
127
iShares Russell 3000 ETF
IWV
$17.3B
$64.8K 0.01%
168
+1
CSL icon
128
Carlisle Companies
CSL
$14B
$62.1K 0.01%
194
+1
TEL icon
129
TE Connectivity
TEL
$58.1B
$62K 0.01%
273
+1
ITT icon
130
ITT
ITT
$16B
$61.8K 0.01%
356
BMY icon
131
Bristol-Myers Squibb
BMY
$120B
$59.1K 0.01%
1,096
+14
SLGN icon
132
Silgan Holdings
SLGN
$4.32B
$58.4K 0.01%
1,447
+7
TQQQ icon
133
ProShares UltraPro QQQ
TQQQ
$25.6B
$53.5K ﹤0.01%
1,016
+2
ILCV icon
134
iShares Morningstar Value ETF
ILCV
$1.17B
$53.4K ﹤0.01%
566
+2
TPL icon
135
Texas Pacific Land
TPL
$36.5B
$52.9K ﹤0.01%
184
+79
ETHA
136
iShares Ethereum Trust ETF
ETHA
$6.9B
$52.7K ﹤0.01%
2,349
+2,000
OKLO
137
Oklo
OKLO
$9.31B
$52.2K ﹤0.01%
+728
ACN icon
138
Accenture
ACN
$121B
$52.1K ﹤0.01%
194
+1
MNDY icon
139
monday.com
MNDY
$3.79B
$52K ﹤0.01%
352
-485
BCPC
140
Balchem Corp
BCPC
$5.46B
$51.2K ﹤0.01%
334
CSM icon
141
ProShares Large Cap Core Plus
CSM
$469M
$50.9K ﹤0.01%
639
+2
ALAB icon
142
Astera Labs
ALAB
$20.4B
$49.9K ﹤0.01%
+300
RSP icon
143
Invesco S&P 500 Equal Weight ETF
RSP
$85.3B
$47.5K ﹤0.01%
248
+1
PECO icon
144
Phillips Edison & Co
PECO
$4.82B
$44K ﹤0.01%
1,236
+12
COF icon
145
Capital One
COF
$110B
$42.2K ﹤0.01%
174
LRCX icon
146
Lam Research
LRCX
$262B
$42K ﹤0.01%
246
+1
ETHE
147
Grayscale Ethereum Staking ETF Shares
ETHE
$1.75B
$41.2K ﹤0.01%
1,690
AFL icon
148
Aflac
AFL
$56.6B
$41.1K ﹤0.01%
373
+2
PSTG icon
149
Everpure, Inc.
PSTG
$20.1B
$41K ﹤0.01%
612
SMH icon
150
VanEck Semiconductor ETF
SMH
$43.9B
$40.6K ﹤0.01%
113
+1