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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.7K ﹤0.01%
741
152
$16.6K ﹤0.01%
99
153
$16.1K ﹤0.01%
240
+1
154
$15.7K ﹤0.01%
399
+5
155
$15.7K ﹤0.01%
239
156
$15.7K ﹤0.01%
484
+4
157
$15.7K ﹤0.01%
105
158
$15.6K ﹤0.01%
45
159
$15.2K ﹤0.01%
293
160
$15.2K ﹤0.01%
615
161
$15.1K ﹤0.01%
109
162
$14.8K ﹤0.01%
858
163
$14.8K ﹤0.01%
233
+2
164
$14.7K ﹤0.01%
873
+6
165
$14.7K ﹤0.01%
105
166
$14.7K ﹤0.01%
40
167
$14.3K ﹤0.01%
175
+2
168
$13.9K ﹤0.01%
243
+1
169
$13.6K ﹤0.01%
770
+5
170
$13.4K ﹤0.01%
70
171
$13.3K ﹤0.01%
30
-1
172
$13.3K ﹤0.01%
150
+1
173
$13.1K ﹤0.01%
159
+2
174
$13.1K ﹤0.01%
117
+1
175
$12.9K ﹤0.01%
350
5 6
7
8 9