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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55.9K 0.01%
162
+1
127
$54K 0.01%
165
128
$53.6K 0.01%
208
+1
129
$52.7K 0.01%
352
+1
130
$50.7K 0.01%
245
+1
131
$50.1K 0.01%
435
132
$49.8K 0.01%
228
133
$48.4K 0.01%
245
-41
134
$47.5K 0.01%
900
-475
135
$47.2K 0.01%
91
+1
136
$46.5K 0.01%
298
+2
137
$46.4K 0.01%
383
+2
138
$45.1K 0.01%
897
139
$44.6K 0.01%
1,183
+9
140
$43.5K 0.01%
243
+1
141
$43K 0.01%
552
+3
142
$41.9K 0.01%
180
143
$41.3K 0.01%
379
144
$41.1K 0.01%
628
+1
145
$40.6K 0.01%
363
+1
146
$40.4K 0.01%
267
+1
147
$39.8K 0.01%
400
148
$39.3K 0.01%
550
149
$38.8K 0.01%
311
+2
150
$38.6K 0.01%
242
4 5
6
7 8