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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$5.91M
3 +$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1 +$20.1M
2 +$6.91M
3 +$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$29.5K ﹤0.01%
550
152
$29.5K ﹤0.01%
682
+2
153
$29.2K ﹤0.01%
160
154
$28.6K ﹤0.01%
1,026
+8
155
$28.2K ﹤0.01%
336
+1
156
$27.6K ﹤0.01%
884
157
$27.5K ﹤0.01%
312
158
$27.2K ﹤0.01%
107
+1
159
$26.8K ﹤0.01%
568
+218
160
$26.7K ﹤0.01%
147
161
$26.4K ﹤0.01%
375
162
$26.3K ﹤0.01%
135
163
$25.9K ﹤0.01%
56
164
$25.8K ﹤0.01%
66
165
$25.3K ﹤0.01%
70
+35
166
$25.3K ﹤0.01%
+170
167
$25.2K ﹤0.01%
+112
168
$25.2K ﹤0.01%
43
169
$24.8K ﹤0.01%
669
+2
170
$24.2K ﹤0.01%
250
171
$23.4K ﹤0.01%
214
+1
172
$23K ﹤0.01%
293
173
$22.8K ﹤0.01%
380
174
$22.7K ﹤0.01%
231
+1
175
$22.5K ﹤0.01%
858