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
$596M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$5.53M
3 +$2.63M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
APD icon
Air Products & Chemicals
APD
+$614K

Top Sells

1 +$8.13M
2 +$4.52M
3 +$2.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.16M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$970K

Sector Composition

1 Technology 18.76%
2 Financials 6.62%
3 Communication Services 5.49%
4 Consumer Discretionary 4.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$27.9K ﹤0.01%
141
+1
152
$27.8K ﹤0.01%
120
-15
153
$26.6K ﹤0.01%
1,337
154
$26K ﹤0.01%
335
+3
155
$26K ﹤0.01%
1,018
+8
156
$25.9K ﹤0.01%
141
+1
157
$25.3K ﹤0.01%
+160
158
$25.3K ﹤0.01%
+300
159
$25.3K ﹤0.01%
+400
160
$25.3K ﹤0.01%
+78
161
$25.3K ﹤0.01%
99
162
$25.2K ﹤0.01%
250
163
$25K ﹤0.01%
74
164
$25K ﹤0.01%
+161
165
$24.7K ﹤0.01%
312
+1
166
$24.4K ﹤0.01%
+200
167
$24.1K ﹤0.01%
+424
168
$24.1K ﹤0.01%
+845
169
$23.7K ﹤0.01%
+380
170
$23.6K ﹤0.01%
106
171
$23.6K ﹤0.01%
213
+3
172
$23.2K ﹤0.01%
884
+253
173
$23.1K ﹤0.01%
667
+2
174
$22.8K ﹤0.01%
230
+3
175
$22.8K ﹤0.01%
56
+1