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
$1.06B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.77M
3 +$6.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.96M
5
CRM icon
Salesforce
CRM
+$3.89M

Top Sells

1 +$4.17M
2 +$3.85M
3 +$3.72M
4
AAPL icon
Apple
AAPL
+$2.39M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.98M

Sector Composition

1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MKL icon
201
Markel Group
MKL
$26.8B
$11.5K ﹤0.01%
6
SPSB icon
202
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$11.4K ﹤0.01%
375
+4
ETHA
203
iShares Ethereum Trust ETF
ETHA
$1.87B
$11K ﹤0.01%
+349
ZS icon
204
Zscaler
ZS
$38.6B
$10.9K ﹤0.01%
36
TECK icon
205
Teck Resources
TECK
$21.4B
$10.3K ﹤0.01%
235
+1
CI icon
206
Cigna
CI
$70.1B
$10.1K ﹤0.01%
35
ETN icon
207
Eaton
ETN
$136B
$9.96K ﹤0.01%
+27
TEM
208
Tempus AI
TEM
$13.1B
$9.69K ﹤0.01%
+120
XLE icon
209
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$9.65K ﹤0.01%
108
SHEL icon
210
Shell
SHEL
$208B
$9.59K ﹤0.01%
+134
FDN icon
211
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.93B
$9.52K ﹤0.01%
+34
SCHJ icon
212
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$645M
$9.21K ﹤0.01%
369
+4
TM icon
213
Toyota
TM
$265B
$8.98K ﹤0.01%
+47
VEU icon
214
Vanguard FTSE All-World ex-US ETF
VEU
$53.5B
$8.92K ﹤0.01%
+125
UBS icon
215
UBS Group
UBS
$133B
$8.9K ﹤0.01%
+217
DGX icon
216
Quest Diagnostics
DGX
$20B
$8.84K ﹤0.01%
46
SCHW icon
217
Charles Schwab
SCHW
$172B
$8.81K ﹤0.01%
+92
CSX icon
218
CSX Corp
CSX
$69.2B
$8.56K ﹤0.01%
+241
OC icon
219
Owens Corning
OC
$9.57B
$8.55K ﹤0.01%
60
AMT icon
220
American Tower
AMT
$84.4B
$8.54K ﹤0.01%
44
-1,003
OEF icon
221
iShares S&P 100 ETF
OEF
$29.2B
$8.42K ﹤0.01%
25
FXI icon
222
iShares China Large-Cap ETF
FXI
$6.54B
$8.23K ﹤0.01%
+200
LITE icon
223
Lumentum
LITE
$26.4B
$8.14K ﹤0.01%
50
CB icon
224
Chubb
CB
$117B
$8.06K ﹤0.01%
29
+1
EUFN icon
225
iShares MSCI Europe Financials ETF
EUFN
$4.44B
$7.45K ﹤0.01%
+217