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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.2K 0.01%
+325
127
$24K 0.01%
66
-11
128
$23.5K ﹤0.01%
+66
129
$23.1K ﹤0.01%
331
+1
130
$22.9K ﹤0.01%
167
-2,048
131
$22.7K ﹤0.01%
+137
132
$22.7K ﹤0.01%
351
+2
133
$22.5K ﹤0.01%
206
+2
134
$22.3K ﹤0.01%
224
+1
135
$20.1K ﹤0.01%
+178
136
$20K ﹤0.01%
+40
137
$20K ﹤0.01%
426
+418
138
$19.9K ﹤0.01%
+240
139
$19.8K ﹤0.01%
+116
140
$18.6K ﹤0.01%
+149
141
$18.4K ﹤0.01%
+229
142
$18.3K ﹤0.01%
+256
143
$18.2K ﹤0.01%
148
-363
144
$16.7K ﹤0.01%
735
145
$16.6K ﹤0.01%
+903
146
$16.5K ﹤0.01%
+156
147
$15.7K ﹤0.01%
+270
148
$15.5K ﹤0.01%
350
149
$15.4K ﹤0.01%
+450
150
$14.9K ﹤0.01%
108
+1
4 5
6
7 8