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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.9K 0.01%
334
127
$27.8K 0.01%
227
128
$27.8K 0.01%
+288
129
$27.5K 0.01%
644
-2,729
130
$27.1K 0.01%
139
131
$25.7K ﹤0.01%
+126
132
$25.4K ﹤0.01%
+1,003
133
$25.2K ﹤0.01%
+250
134
$25.1K ﹤0.01%
+311
135
$25K ﹤0.01%
66
136
$24.7K ﹤0.01%
354
+3
137
$24.2K ﹤0.01%
332
+1
138
$24.1K ﹤0.01%
+74
139
$23.7K ﹤0.01%
+105
140
$23.4K ﹤0.01%
+304
141
$22.6K ﹤0.01%
+662
142
$22.5K ﹤0.01%
+140
143
$22.4K ﹤0.01%
208
+2
144
$22.1K ﹤0.01%
226
+2
145
$21K ﹤0.01%
55
-11
146
$20.7K ﹤0.01%
+1,150
147
$19.7K ﹤0.01%
541
+344
148
$18.5K ﹤0.01%
+135
149
$18.4K ﹤0.01%
+305
150
$18.2K ﹤0.01%
+105
4 5
6
7 8