SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52.5K 0.01%
166
127
$51.2K 0.01%
738
128
$47.5K 0.01%
144
129
$46.6K 0.01%
180
130
$45.5K 0.01%
353
131
$44.7K 0.01%
71
132
$44.3K 0.01%
400
133
$44K 0.01%
435
134
$44K 0.01%
243
+1
135
$43.9K 0.01%
249
+2
136
$43.5K 0.01%
229
+1
137
$43.4K 0.01%
300
138
$43.3K 0.01%
1,203
+10
139
$42.8K 0.01%
312
+1
140
$42.2K 0.01%
532
141
$42.1K 0.01%
245
+1
142
$41.8K 0.01%
1,609
-277
143
$41.3K 0.01%
560
+8
144
$40.3K 0.01%
367
+2
145
$40.1K 0.01%
632
146
$39.9K 0.01%
550
147
$39.5K 0.01%
91
148
$38.6K 0.01%
210
+1
149
$38.3K 0.01%
270
+2
150
$36.6K ﹤0.01%
608
+3
4 5
6
7 8