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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.52K ﹤0.01%
+223
177
$7.36K ﹤0.01%
197
+164
178
$6.87K ﹤0.01%
100
179
$6.57K ﹤0.01%
+46
180
$6.57K ﹤0.01%
+162
181
$6.43K ﹤0.01%
53
182
$6.43K ﹤0.01%
+35
183
$6.3K ﹤0.01%
500
+30
184
$6.3K ﹤0.01%
+250
185
$6.07K ﹤0.01%
+163
186
$5.75K ﹤0.01%
58
+1
187
$5.44K ﹤0.01%
244
+4
188
$5.42K ﹤0.01%
+278
189
$4.95K ﹤0.01%
22
-250
190
$4.84K ﹤0.01%
30
191
$4.83K ﹤0.01%
20
192
$4.8K ﹤0.01%
23
193
$4.75K ﹤0.01%
48
-14,244
194
$4.63K ﹤0.01%
14
-302
195
$4.54K ﹤0.01%
390
+3
196
$4.46K ﹤0.01%
21
+1
197
$4.39K ﹤0.01%
14
198
$4.38K ﹤0.01%
126
199
$4.29K ﹤0.01%
103
200
$4.13K ﹤0.01%
60
+1
6 7
8
9 10