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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.2K ﹤0.01%
+70
177
$13.2K ﹤0.01%
+229
178
$13.1K ﹤0.01%
+336
179
$12.9K ﹤0.01%
+57
180
$12.6K ﹤0.01%
+132
181
$12.6K ﹤0.01%
100
-78
182
$12.5K ﹤0.01%
140
-860
183
$12.5K ﹤0.01%
63
184
$12.5K ﹤0.01%
+5
185
$12.5K ﹤0.01%
+615
186
$12.2K ﹤0.01%
+30
187
$11.9K ﹤0.01%
+149
188
$11.9K ﹤0.01%
63
189
$11.3K ﹤0.01%
+190
190
$11.1K ﹤0.01%
332
+1
191
$11K ﹤0.01%
+193
192
$10.8K ﹤0.01%
4
193
$10.7K ﹤0.01%
+35
194
$10.5K ﹤0.01%
+110
195
$10.5K ﹤0.01%
+285
196
$10.4K ﹤0.01%
20
-31
197
$10.4K ﹤0.01%
+30
198
$10.4K ﹤0.01%
+204
199
$10.4K ﹤0.01%
302
+5
200
$10.4K ﹤0.01%
+115
6 7
8
9 10