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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$51.1K 0.01%
332
127
$50.9K 0.01%
165
+1
128
$49.9K 0.01%
232
129
$49K 0.01%
90
130
$47.5K 0.01%
142
-1
131
$47.4K 0.01%
244
+2
132
$47.4K 0.01%
161
133
$46.8K 0.01%
321
134
$45.8K 0.01%
71
135
$45.3K 0.01%
351
+1
136
$42.8K 0.01%
549
137
$42.4K 0.01%
228
+1
138
$41.8K 0.01%
955
+3
139
$41K 0.01%
500
140
$40K 0.01%
266
+1
141
$39.8K 0.01%
242
+1
142
$39.7K 0.01%
400
143
$39.5K 0.01%
296
+4
144
$39.5K 0.01%
379
145
$38.9K 0.01%
627
146
$38.4K 0.01%
1,174
+11
147
$38.3K 0.01%
381
-278
148
$37.7K 0.01%
550
149
$36.5K 0.01%
309
+1
150
$36.3K 0.01%
180
4 5
6
7 8