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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33M
3
+$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1
+$9.63M
2
+$8.64M
3
+$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27.7K ﹤0.01%
121
177
$27.2K ﹤0.01%
112
178
$27.1K ﹤0.01%
377
+1
179
$26.8K ﹤0.01%
1,051
+8
180
$26.7K ﹤0.01%
108
181
$25.7K ﹤0.01%
200
182
$25.7K ﹤0.01%
37
-9,583
183
$25.2K ﹤0.01%
66
184
$24.9K ﹤0.01%
256
185
$24.5K ﹤0.01%
1,158
+3
186
$24K ﹤0.01%
293
187
$23.8K ﹤0.01%
222
+3
188
$23.5K ﹤0.01%
56
189
$23.4K ﹤0.01%
101
-200
190
$23.3K ﹤0.01%
380
191
$23K ﹤0.01%
183
+1
192
$22.7K ﹤0.01%
313
193
$21.9K ﹤0.01%
443
+5
194
$21.8K ﹤0.01%
676
+2
195
$21.6K ﹤0.01%
789
+3
196
$21.4K ﹤0.01%
160
197
$21.4K ﹤0.01%
124
198
$21.1K ﹤0.01%
100
199
$20.6K ﹤0.01%
858
200
$20.5K ﹤0.01%
100
6 7
8
9 10