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
$437M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$15.8M
3
+$2.92M
4
ASML icon
ASML
ASML
+$2.88M
5
MRK icon
Merck
MRK
+$2.83M

Top Sells

1
+$22.7M
2
+$20M
3
+$18.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$8.01M

Sector Composition

1 Technology 14.62%
2 Communication Services 4.57%
3 Financials 4.23%
4 Consumer Discretionary 3.39%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.6K ﹤0.01%
+223
127
$21.5K ﹤0.01%
+204
128
$16.2K ﹤0.01%
+754
129
$16K ﹤0.01%
+735
130
$15.2K ﹤0.01%
+104
131
$15.1K ﹤0.01%
+107
132
$14.7K ﹤0.01%
+50
133
$13.8K ﹤0.01%
+133
134
$13.3K ﹤0.01%
+148
135
$13K ﹤0.01%
+154
136
$13K ﹤0.01%
+861
137
$12.6K ﹤0.01%
+266
138
$11.7K ﹤0.01%
+350
139
$11.5K ﹤0.01%
+63
140
$11K ﹤0.01%
+63
141
$10.8K ﹤0.01%
+858
142
$10.6K ﹤0.01%
+88
143
$9.92K ﹤0.01%
+294
144
$9.5K ﹤0.01%
+109
145
$9.32K ﹤0.01%
+71
146
$8.98K ﹤0.01%
+60
147
$8.62K ﹤0.01%
+326
148
$8.39K ﹤0.01%
+255
149
$8.06K ﹤0.01%
+4
150
$7.04K ﹤0.01%
+122
4 5
6
7 8