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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$5.91M
3 +$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1 +$20.1M
2 +$6.91M
3 +$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$46.6K 0.01%
897
127
$42.2K 0.01%
242
+74
128
$41.7K 0.01%
1,163
+9
129
$40.8K 0.01%
+241
130
$39.8K 0.01%
952
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$39.5K 0.01%
400
132
$38.9K 0.01%
292
133
$38.5K 0.01%
265
134
$38.1K 0.01%
627
+2
135
$37.2K 0.01%
549
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136
$37.1K 0.01%
243
+1
137
$36.8K 0.01%
227
138
$36.5K 0.01%
378
139
$35.5K 0.01%
141
140
$34.7K 0.01%
308
+1
141
$32.3K ﹤0.01%
74
142
$32.1K ﹤0.01%
156
143
$31.9K ﹤0.01%
379
144
$31.3K ﹤0.01%
127
145
$30.9K ﹤0.01%
360
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146
$30.9K ﹤0.01%
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147
$30.8K ﹤0.01%
251
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148
$30.1K ﹤0.01%
348
+3
149
$30.1K ﹤0.01%
120
150
$29.8K ﹤0.01%
227