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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$5.91M
3 +$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1 +$20.1M
2 +$6.91M
3 +$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$21.6K ﹤0.01%
488
-3,412
177
$21.1K ﹤0.01%
314
+3
178
$20.3K ﹤0.01%
747
179
$19.8K ﹤0.01%
160
180
$19.8K ﹤0.01%
1,155
181
$18.8K ﹤0.01%
45
182
$18.8K ﹤0.01%
492
+4
183
$18.2K ﹤0.01%
879
+3
184
$17.9K ﹤0.01%
128
+1
185
$17.4K ﹤0.01%
778
+4
186
$17.2K ﹤0.01%
200
187
$17.2K ﹤0.01%
241
+1
188
$17.1K ﹤0.01%
40
189
$16.8K ﹤0.01%
178
+1
190
$16K ﹤0.01%
100
191
$15.9K ﹤0.01%
1,333
+1,260
192
$15.9K ﹤0.01%
404
193
$15.9K ﹤0.01%
236
+2
194
$15.9K ﹤0.01%
107
195
$15.8K ﹤0.01%
247
+2
196
$15.8K ﹤0.01%
5
197
$15.4K ﹤0.01%
152
+1
198
$15.3K ﹤0.01%
117
199
$14.7K ﹤0.01%
112
+1
200
$14.6K ﹤0.01%
163
+1