SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55.9K 0.01%
70
+38
127
$55.7K 0.01%
370
-750
128
$55.7K 0.01%
355
+2
129
$53.1K 0.01%
334
130
$52.9K 0.01%
233
+133
131
$49.4K 0.01%
1,067
+14
132
$46.2K ﹤0.01%
400
133
$45.7K ﹤0.01%
271
+1
134
$44.7K ﹤0.01%
246
+1
135
$44.7K ﹤0.01%
634
+2
136
$43.9K ﹤0.01%
+1,307
137
$42.5K ﹤0.01%
1,213
+10
138
$41.9K ﹤0.01%
1,010
-260
139
$38.9K ﹤0.01%
369
+2
140
$38.8K ﹤0.01%
292
+204
141
$38.7K ﹤0.01%
1,419
-190
142
$37.4K ﹤0.01%
161
+1
143
$36.8K ﹤0.01%
173
144
$36.8K ﹤0.01%
+726
145
$36.7K ﹤0.01%
75
+1
146
$36.5K ﹤0.01%
124
-7
147
$36.4K ﹤0.01%
610
+2
148
$35.3K ﹤0.01%
1,690
149
$35.2K ﹤0.01%
612
150
$34.6K ﹤0.01%
351
-2,574
4 5
6
7 8