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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$12.4M
3 +$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1 +$18M
2 +$10.7M
3 +$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$37K ﹤0.01%
1,690
-210
152
$36.7K ﹤0.01%
244
153
$34.9K ﹤0.01%
74
154
$34.4K ﹤0.01%
719
-236
155
$34.2K ﹤0.01%
+602
156
$33.5K ﹤0.01%
121
157
$33.1K ﹤0.01%
252
+1
158
$32.7K ﹤0.01%
158
+1
159
$32.2K ﹤0.01%
227
160
$31.9K ﹤0.01%
129
161
$31.2K ﹤0.01%
136
162
$31.2K ﹤0.01%
686
+2
163
$30.1K ﹤0.01%
376
164
$29.5K ﹤0.01%
256
165
$29.4K ﹤0.01%
161
166
$29.2K ﹤0.01%
108
+1
167
$27.5K ﹤0.01%
112
168
$26.8K ﹤0.01%
200
169
$26.8K ﹤0.01%
313
170
$26.7K ﹤0.01%
56
171
$25.7K ﹤0.01%
171
172
$25.5K ﹤0.01%
143
173
$25K ﹤0.01%
1,043
+10
174
$24.8K ﹤0.01%
380
175
$24.8K ﹤0.01%
219
+2