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
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.6K ﹤0.01%
171
+1
177
$23.6K ﹤0.01%
107
178
$23.2K ﹤0.01%
217
+3
179
$23.1K ﹤0.01%
70
180
$22.9K ﹤0.01%
317
+3
181
$22.7K ﹤0.01%
234
+3
182
$22.5K ﹤0.01%
671
+2
183
$22.3K ﹤0.01%
160
184
$22.1K ﹤0.01%
200
185
$21.7K ﹤0.01%
293
186
$21.5K ﹤0.01%
858
187
$21.1K ﹤0.01%
45
188
$20.4K ﹤0.01%
43
189
$19.7K ﹤0.01%
66
190
$19.6K ﹤0.01%
1,155
191
$19.5K ﹤0.01%
782
+4
192
$19.4K ﹤0.01%
747
193
$18.9K ﹤0.01%
+1,202
194
$18.9K ﹤0.01%
433
+29
195
$18.8K ﹤0.01%
879
196
$18K ﹤0.01%
40
197
$17.7K ﹤0.01%
496
+4
198
$17.6K ﹤0.01%
249
+2
199
$17.5K ﹤0.01%
180
+2
200
$16.7K ﹤0.01%
+3,017
6 7
8
9 10