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
$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 Short 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
SAP icon
151
SAP
SAP
$314B
$36.5K ﹤0.01%
136
TQQQ icon
152
ProShares UltraPro QQQ
TQQQ
$29.9B
$36.4K ﹤0.01%
635
+132
HON icon
153
Honeywell
HON
$137B
$33.6K ﹤0.01%
160
+1
IBM icon
154
IBM
IBM
$287B
$32K ﹤0.01%
131
+100
RACE icon
155
Ferrari
RACE
$72.5B
$31.9K ﹤0.01%
74
SDY icon
156
SPDR S&P Dividend ETF
SDY
$20.2B
$30.7K ﹤0.01%
228
+1
CTRA icon
157
Coterra Energy
CTRA
$18B
$30.3K ﹤0.01%
1,059
+8
UNP icon
158
Union Pacific
UNP
$128B
$30.2K ﹤0.01%
130
COF icon
159
Capital One
COF
$143B
$29.9K ﹤0.01%
173
+1
SONY icon
160
Sony
SONY
$171B
$29.1K ﹤0.01%
1,158
NVS icon
161
Novartis
NVS
$252B
$28.9K ﹤0.01%
256
PSTG icon
162
Pure Storage
PSTG
$30.8B
$28.2K ﹤0.01%
612
-285
COKE icon
163
Coca-Cola Consolidated
COKE
$11.1B
$27.2K ﹤0.01%
200
UFPI icon
164
UFP Industries
UFPI
$5.38B
$27K ﹤0.01%
254
+1
ETHE
165
Grayscale Ethereum Trust ETF
ETHE
$4.42B
$26.4K ﹤0.01%
1,690
TM icon
166
Toyota
TM
$268B
$25.9K ﹤0.01%
145
HSBC icon
167
HSBC
HSBC
$230B
$25.6K ﹤0.01%
443
DHR icon
168
Danaher
DHR
$158B
$24.9K ﹤0.01%
121
SMH icon
169
VanEck Semiconductor ETF
SMH
$35.7B
$23.9K ﹤0.01%
112
VZ icon
170
Verizon
VZ
$164B
$23K ﹤0.01%
+513
VRTX icon
171
Vertex Pharmaceuticals
VRTX
$108B
$22.2K ﹤0.01%
45
TECH icon
172
Bio-Techne
TECH
$10.3B
$22.1K ﹤0.01%
377
ASML icon
173
ASML
ASML
$401B
$21.8K ﹤0.01%
32
-5
GEN icon
174
Gen Digital
GEN
$16.8B
$21K ﹤0.01%
793
+4
XLK icon
175
Technology Select Sector SPDR Fund
XLK
$96.5B
$20.8K ﹤0.01%
101