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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.3K 0.01%
1,010
+7
127
$27.3K 0.01%
356
+2
128
$26.5K 0.01%
648
+4
129
$26.4K 0.01%
166
+1
130
$26.1K ﹤0.01%
227
131
$26K ﹤0.01%
264
+2
132
$25.8K ﹤0.01%
127
+1
133
$25.6K ﹤0.01%
338
+4
134
$25.5K ﹤0.01%
250
135
$25.4K ﹤0.01%
66
136
$25.2K ﹤0.01%
140
137
$24.5K ﹤0.01%
140
+1
138
$23.2K ﹤0.01%
311
139
$23K ﹤0.01%
332
140
$22.3K ﹤0.01%
1,337
141
$21.9K ﹤0.01%
106
+1
142
$21.9K ﹤0.01%
74
143
$21.4K ﹤0.01%
210
+2
144
$21.4K ﹤0.01%
227
+1
145
$20.6K ﹤0.01%
55
146
$20.4K ﹤0.01%
665
+3
147
$19.8K ﹤0.01%
308
+3
148
$19K ﹤0.01%
1,150
149
$17.5K ﹤0.01%
135
150
$17.1K ﹤0.01%
43
4 5
6
7 8