SVCP
Silicon Valley Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
6.01%
This Quarter Return
+4.27%
1 Year Return
+6.01%
3 Year Return
+29.77%
5 Year Return
+144.92%
10 Year Return
–
AUM
$768M
AUM Growth
+$41.6M
(+5.7%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
64.27%
Holding
336
New
24
Increased
127
Reduced
33
Closed
26
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$13.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$12.4M |
| 3 |
Broadcom
AVGO
|
$9.43M |
| 4 |
Apple
AAPL
|
$6.71M |
| 5 |
Amazon
AMZN
|
$1.77M |
Top Sells
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
$18M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$10.7M |
| 3 |
Visa
V
|
$5.92M |
| 4 |
UnitedHealth
UNH
|
$2.3M |
| 5 |
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% |
