SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.8K ﹤0.01%
89
177
$19.2K ﹤0.01%
+242
178
$18.6K ﹤0.01%
506
+4
179
$18.1K ﹤0.01%
+302
180
$17.6K ﹤0.01%
1,202
181
$17.6K ﹤0.01%
+300
182
$16.9K ﹤0.01%
189
+1
183
$15.8K ﹤0.01%
290
+2
184
$15.7K ﹤0.01%
66
185
$15.6K ﹤0.01%
155
+1
186
$15.4K ﹤0.01%
+70
187
$15.3K ﹤0.01%
320
188
$15K ﹤0.01%
124
-132
189
$13.7K ﹤0.01%
+180
190
$13.4K ﹤0.01%
56
191
$13.4K ﹤0.01%
+323
192
$13.3K ﹤0.01%
+396
193
$12.9K ﹤0.01%
324
194
$12.8K ﹤0.01%
162
+53
195
$12.6K ﹤0.01%
1,411
+19
196
$12.5K ﹤0.01%
+137
197
$12.3K ﹤0.01%
+247
198
$12.2K ﹤0.01%
+241
199
$12K ﹤0.01%
6
200
$11.5K ﹤0.01%
35
6 7
8
9 10