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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.9K ﹤0.01%
+242
152
$17.5K ﹤0.01%
741
+6
153
$16K ﹤0.01%
+40
154
$15.8K ﹤0.01%
+45
155
$15.6K ﹤0.01%
+293
156
$15.6K ﹤0.01%
+394
157
$15.6K ﹤0.01%
858
158
$15.5K ﹤0.01%
109
+1
159
$15.4K ﹤0.01%
350
160
$15.2K ﹤0.01%
+231
161
$15.2K ﹤0.01%
867
-876
162
$15.1K ﹤0.01%
105
163
$14.8K ﹤0.01%
+173
164
$14.7K ﹤0.01%
+43
165
$14.5K ﹤0.01%
99
-68
166
$14.2K ﹤0.01%
116
-33
167
$14.2K ﹤0.01%
765
+6
168
$14.1K ﹤0.01%
31
+30
169
$14.1K ﹤0.01%
149
+1
170
$13.8K ﹤0.01%
+239
171
$13.6K ﹤0.01%
+42
172
$13.6K ﹤0.01%
157
+2
173
$13.5K ﹤0.01%
+480
174
$13.4K ﹤0.01%
+239
175
$13.3K ﹤0.01%
+110
5 6
7
8 9