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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.3M
3
+$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

1
+$16.1M
2
+$11.1M
3
+$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
201
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$12.4K ﹤0.01%
236
+2
TECK icon
202
Teck Resources
TECK
$31.1B
$12.2K ﹤0.01%
235
SPSB icon
203
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$11.5K ﹤0.01%
383
+2
MKL icon
204
Markel Group
MKL
$22.9B
$11.5K ﹤0.01%
6
BIDU icon
205
Baidu
BIDU
$39.5B
$11.1K ﹤0.01%
100
LAC
206
Lithium Americas
LAC
$1.55B
$10.6K ﹤0.01%
+2,695
SNDK
207
Sandisk
SNDK
$279B
$10.6K ﹤0.01%
17
-483
COKE icon
208
Coca-Cola Consolidated
COKE
$12.4B
$10.4K ﹤0.01%
54
-152
IOT icon
209
Samsara
IOT
$18.8B
$10.3K ﹤0.01%
324
NVO
210
Novo Nordisk
NVO
$195B
$10.1K ﹤0.01%
276
STX icon
211
Seagate
STX
$196B
$10.1K ﹤0.01%
26
+24
PCAR icon
212
PACCAR
PCAR
$61.9B
$9.85K ﹤0.01%
85
+15
IGV icon
213
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$9.61K ﹤0.01%
120
DHR icon
214
Danaher
DHR
$128B
$9.5K ﹤0.01%
50
+18
CI icon
215
Cigna
CI
$78B
$9.47K ﹤0.01%
35
ARTY
216
iShares Future AI & Tech ETF
ARTY
$3.66B
$9.4K ﹤0.01%
+202
CB icon
217
Chubb
CB
$127B
$9.37K ﹤0.01%
29
FIG
218
Figma
FIG
$10.2B
$9.37K ﹤0.01%
443
SCHJ icon
219
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$796M
$9.34K ﹤0.01%
378
+3
SYK icon
220
Stryker
SYK
$117B
$9.23K ﹤0.01%
28
+11
DGX icon
221
Quest Diagnostics
DGX
$22.6B
$9.17K ﹤0.01%
47
PODD icon
222
Insulet
PODD
$10.3B
$9.14K ﹤0.01%
44
COP icon
223
ConocoPhillips
COP
$141B
$8.45K ﹤0.01%
64
CRS icon
224
Carpenter Technology
CRS
$27.9B
$8.28K ﹤0.01%
+21
FDX icon
225
FedEx
FDX
$80.6B
$8.21K ﹤0.01%
23
7 8
9
10 11