SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.5K ﹤0.01%
136
152
$36.4K ﹤0.01%
1,270
+264
153
$33.6K ﹤0.01%
160
+1
154
$32K ﹤0.01%
131
+100
155
$31.9K ﹤0.01%
74
156
$30.7K ﹤0.01%
228
+1
157
$30.3K ﹤0.01%
1,059
+8
158
$30.2K ﹤0.01%
130
159
$29.9K ﹤0.01%
173
+1
160
$29.1K ﹤0.01%
1,158
161
$28.9K ﹤0.01%
256
162
$28.2K ﹤0.01%
612
-285
163
$27.2K ﹤0.01%
200
164
$27K ﹤0.01%
254
+1
165
$26.4K ﹤0.01%
1,690
166
$25.9K ﹤0.01%
145
167
$25.6K ﹤0.01%
443
168
$24.9K ﹤0.01%
121
169
$23.9K ﹤0.01%
112
170
$23K ﹤0.01%
+513
171
$22.2K ﹤0.01%
45
172
$22.1K ﹤0.01%
377
173
$21.8K ﹤0.01%
32
-5
174
$21K ﹤0.01%
793
+4
175
$20.8K ﹤0.01%
101
5 6
7
8 9