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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24.4K ﹤0.01%
70
177
$24K ﹤0.01%
+100
178
$23.9K ﹤0.01%
236
+2
179
$23.3K ﹤0.01%
674
+3
180
$22.3K ﹤0.01%
1,155
181
$22.2K ﹤0.01%
568
182
$21.6K ﹤0.01%
160
183
$21.6K ﹤0.01%
786
+4
184
$21.2K ﹤0.01%
250
+1
185
$21.1K ﹤0.01%
321
+4
186
$20.9K ﹤0.01%
45
187
$20.9K ﹤0.01%
40
188
$20.9K ﹤0.01%
753
+6
189
$20.1K ﹤0.01%
100
+66
190
$20.1K ﹤0.01%
124
-197
191
$20K ﹤0.01%
882
+3
192
$19.8K ﹤0.01%
438
+5
193
$19.7K ﹤0.01%
293
194
$19.1K ﹤0.01%
+100
195
$18.9K ﹤0.01%
182
+2
196
$18.9K ﹤0.01%
858
197
$18.8K ﹤0.01%
43
198
$18.2K ﹤0.01%
1,202
199
$18K ﹤0.01%
100
200
$17.9K ﹤0.01%
66
6 7
8
9 10