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
$437M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$15.8M
3
+$2.92M
4
ASML icon
ASML
ASML
+$2.88M
5
MRK icon
Merck
MRK
+$2.83M

Top Sells

1
+$22.7M
2
+$20M
3
+$18.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$8.01M

Sector Composition

1 Technology 14.62%
2 Communication Services 4.57%
3 Financials 4.23%
4 Consumer Discretionary 3.39%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.76K ﹤0.01%
+57
152
$6.48K ﹤0.01%
+53
153
$6.28K ﹤0.01%
+100
154
$5.73K ﹤0.01%
+86
155
$5.46K ﹤0.01%
+470
156
$5.13K ﹤0.01%
+30
157
$5.01K ﹤0.01%
+20
158
$4.76K ﹤0.01%
+387
159
$4.62K ﹤0.01%
23
-3,881
160
$4.45K ﹤0.01%
+14
161
$4.06K ﹤0.01%
+240
162
$4.05K ﹤0.01%
+126
163
$4.04K ﹤0.01%
+103
164
$3.98K ﹤0.01%
+59
165
$3.81K ﹤0.01%
+20
166
$3.22K ﹤0.01%
+202
167
$2.77K ﹤0.01%
+20
168
$2.28K ﹤0.01%
+68
169
$2.02K ﹤0.01%
+16
170
$1.75K ﹤0.01%
+62
171
$1.71K ﹤0.01%
+12
172
$1.67K ﹤0.01%
+9
173
$1.61K ﹤0.01%
+90
174
$1.47K ﹤0.01%
+43
175
$1.42K ﹤0.01%
6
-839
5 6
7
8 9