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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60.6K 0.01%
285
+1
127
$60.3K 0.01%
+2,447
128
$58.6K 0.01%
811
-239
129
$58.1K 0.01%
162
130
$56.2K 0.01%
232
131
$55.4K 0.01%
166
+1
132
$55.1K 0.01%
897
133
$54.1K 0.01%
332
134
$53.1K 0.01%
300
+2
135
$52.1K 0.01%
144
+1
136
$51.4K 0.01%
311
137
$50.5K 0.01%
353
+1
138
$50.1K 0.01%
71
139
$49.9K 0.01%
379
140
$48.5K 0.01%
248
+3
141
$48.5K 0.01%
228
142
$47.4K 0.01%
1,690
143
$47K 0.01%
180
144
$46.5K 0.01%
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145
$46.3K 0.01%
247
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146
$46.2K 0.01%
209
+1
147
$45.5K 0.01%
550
148
$44.7K 0.01%
1,193
+10
149
$44.6K 0.01%
385
+2
150
$43.7K ﹤0.01%
914
+14
4 5
6
7 8