SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33.8K ﹤0.01%
782
+269
152
$32.3K ﹤0.01%
+337
153
$29.6K ﹤0.01%
+184
154
$29.4K ﹤0.01%
223
-364
155
$29.2K ﹤0.01%
858
156
$28.6K ﹤0.01%
54
157
$28.5K ﹤0.01%
153
158
$26.7K ﹤0.01%
275
-539
159
$26K ﹤0.01%
142
-367
160
$25.5K ﹤0.01%
202
161
$25.2K ﹤0.01%
122
-127
162
$25K ﹤0.01%
+568
163
$24.6K ﹤0.01%
+1,000
164
$23.4K ﹤0.01%
4
165
$23.4K ﹤0.01%
796
+3
166
$23.3K ﹤0.01%
71
167
$22.9K ﹤0.01%
205
+5
168
$22.9K ﹤0.01%
+219
169
$22K ﹤0.01%
223
-309
170
$21.4K ﹤0.01%
+1,000
171
$21.3K ﹤0.01%
+473
172
$21.2K ﹤0.01%
232
+1
173
$20.9K ﹤0.01%
385
174
$20.1K ﹤0.01%
672
-1,998
175
$20.1K ﹤0.01%
+268
5 6
7
8 9