SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.6K ﹤0.01%
858
177
$20.3K ﹤0.01%
89
-19
178
$19.9K ﹤0.01%
153
179
$19.8K ﹤0.01%
679
+3
180
$19.7K ﹤0.01%
1,759
+22
181
$19.4K ﹤0.01%
100
182
$19.3K ﹤0.01%
66
183
$19.1K ﹤0.01%
231
+1
184
$18.9K ﹤0.01%
71
185
$18.7K ﹤0.01%
4
186
$18.3K ﹤0.01%
1,202
187
$16.6K ﹤0.01%
385
188
$16.4K ﹤0.01%
54
189
$15.5K ﹤0.01%
154
190
$15.3K ﹤0.01%
502
-4,829
191
$14.7K ﹤0.01%
288
+2
192
$14.1K ﹤0.01%
188
193
$13.4K ﹤0.01%
56
194
$12.6K ﹤0.01%
324
195
$12.1K ﹤0.01%
1,392
+18
196
$11.9K ﹤0.01%
320
197
$11.7K ﹤0.01%
88
198
$11.3K ﹤0.01%
35
-36
199
$11.1K ﹤0.01%
6
200
$9.98K ﹤0.01%
108
6 7
8
9 10