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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.7K ﹤0.01%
244
+1
152
$42.3K ﹤0.01%
400
153
$41.8K ﹤0.01%
632
+4
154
$41.1K ﹤0.01%
242
155
$39.9K ﹤0.01%
+706
156
$39.8K ﹤0.01%
503
-397
157
$38.4K ﹤0.01%
268
+1
158
$37.8K ﹤0.01%
365
+2
159
$37.3K ﹤0.01%
+1,000
160
$36.2K ﹤0.01%
552
161
$35.9K ﹤0.01%
159
+1
162
$34.2K ﹤0.01%
605
+3
163
$33.6K ﹤0.01%
91
164
$33.5K ﹤0.01%
136
165
$32.4K ﹤0.01%
737
+18
166
$31.6K ﹤0.01%
74
167
$31K ﹤0.01%
+867
168
$30.7K ﹤0.01%
172
+1
169
$30.6K ﹤0.01%
688
+2
170
$30.1K ﹤0.01%
161
171
$30K ﹤0.01%
227
172
$29.7K ﹤0.01%
130
+1
173
$28.5K ﹤0.01%
253
+1
174
$28.1K ﹤0.01%
245
+1
175
$28.1K ﹤0.01%
145
+2
5 6
7
8 9