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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.8K ﹤0.01%
132
177
$12.7K ﹤0.01%
5
178
$12.6K ﹤0.01%
57
179
$12.3K ﹤0.01%
4
180
$12K ﹤0.01%
63
181
$12K ﹤0.01%
110
182
$11.4K ﹤0.01%
30
183
$11.3K ﹤0.01%
100
184
$11K ﹤0.01%
274
+3
185
$11K ﹤0.01%
141
+1
186
$10.9K ﹤0.01%
149
187
$10.8K ﹤0.01%
190
188
$10.6K ﹤0.01%
194
+1
189
$10.5K ﹤0.01%
229
190
$10.5K ﹤0.01%
115
191
$10.5K ﹤0.01%
60
192
$10.4K ﹤0.01%
306
+4
193
$10.2K ﹤0.01%
285
194
$10.1K ﹤0.01%
20
195
$10.1K ﹤0.01%
35
196
$10.1K ﹤0.01%
312
+1
197
$9.8K ﹤0.01%
116
+1
198
$9.77K ﹤0.01%
290
+2
199
$9.76K ﹤0.01%
108
200
$9.7K ﹤0.01%
111
+1
6 7
8
9 10