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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.5K ﹤0.01%
105
+1
152
$14.1K ﹤0.01%
+146
153
$13.9K ﹤0.01%
+120
154
$13.5K ﹤0.01%
148
155
$13.4K ﹤0.01%
155
+1
156
$13.2K ﹤0.01%
+193
157
$13K ﹤0.01%
759
+5
158
$12.9K ﹤0.01%
+155
159
$12.9K ﹤0.01%
858
160
$12K ﹤0.01%
+276
161
$11.9K ﹤0.01%
63
162
$11.3K ﹤0.01%
63
163
$11.2K ﹤0.01%
+644
164
$10.8K ﹤0.01%
331
+5
165
$10.6K ﹤0.01%
4
166
$10.6K ﹤0.01%
268
+2
167
$10.3K ﹤0.01%
297
+3
168
$10.3K ﹤0.01%
88
169
$10.1K ﹤0.01%
+105
170
$9.17K ﹤0.01%
71
171
$8.99K ﹤0.01%
109
172
$8.69K ﹤0.01%
255
173
$8.3K ﹤0.01%
60
174
$7.58K ﹤0.01%
+36
175
$7.53K ﹤0.01%
122
5 6
7
8 9