SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.77M
3
+$1.71M
4
USB icon
US Bancorp
USB
+$1.44M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.36M
2
+$1.21M
3
+$1.16M
4
AAPL icon
Apple
AAPL
+$839K
5
NVDA icon
NVIDIA
NVDA
+$690K

Sector Composition

1 Technology 22.89%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34.5K ﹤0.01%
1,115
+627
152
$34.1K ﹤0.01%
+1,000
153
$33.6K ﹤0.01%
157
+1
154
$32.3K ﹤0.01%
362
+2
155
$30.4K ﹤0.01%
74
156
$30.1K ﹤0.01%
121
+1
157
$29.4K ﹤0.01%
684
+2
158
$29.3K ﹤0.01%
143
+2
159
$29.2K ﹤0.01%
112
160
$29.2K ﹤0.01%
348
161
$29.1K ﹤0.01%
129
+2
162
$28.9K ﹤0.01%
227
163
$28.2K ﹤0.01%
251
164
$27.6K ﹤0.01%
380
165
$27.6K ﹤0.01%
1,033
+7
166
$27.5K ﹤0.01%
136
+1
167
$27.3K ﹤0.01%
256
+6
168
$27.3K ﹤0.01%
337
+1
169
$26.9K ﹤0.01%
376
+1
170
$26.5K ﹤0.01%
242
+1
171
$25.9K ﹤0.01%
161
+1
172
$25.2K ﹤0.01%
568
173
$24.6K ﹤0.01%
313
+1
174
$24.5K ﹤0.01%
56
175
$23.6K ﹤0.01%
171
+1
5 6
7
8 9