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
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$38.1M
2 +$34.1M
3 +$12.7M
4
CRM icon
Salesforce
CRM
+$9.29M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.75M

Top Sells

1 +$9.53M
2 +$3.31M
3 +$3.22M
4
SBUX icon
Starbucks
SBUX
+$2.74M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.2M

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
SCHD icon
201
Schwab US Dividend Equity ETF
SCHD
$70.7B
$11.5K ﹤0.01%
+432
ZS icon
202
Zscaler
ZS
$51.1B
$11.4K ﹤0.01%
36
SPSB icon
203
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$11.2K ﹤0.01%
+371
KMI icon
204
Kinder Morgan
KMI
$57.5B
$10.8K ﹤0.01%
+368
FVD icon
205
First Trust Value Line Dividend Fund
FVD
$9.05B
$10.7K ﹤0.01%
+238
BBLU icon
206
EA Bridgeway Blue Chip ETF
BBLU
$328M
$10.6K ﹤0.01%
+774
EPD icon
207
Enterprise Products Partners
EPD
$67.1B
$10.6K ﹤0.01%
+343
JOBY icon
208
Joby Aviation
JOBY
$14.4B
$10.6K ﹤0.01%
+1,000
DON icon
209
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$10K ﹤0.01%
+200
KO icon
210
Coca-Cola
KO
$300B
$9.98K ﹤0.01%
+141
FIS icon
211
Fidelity National Information Services
FIS
$35.4B
$9.82K ﹤0.01%
+121
VIOG icon
212
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$884M
$9.61K ﹤0.01%
+84
MS icon
213
Morgan Stanley
MS
$261B
$9.58K ﹤0.01%
68
-939
TECK icon
214
Teck Resources
TECK
$20.8B
$9.46K ﹤0.01%
234
XLE icon
215
Energy Select Sector SPDR Fund
XLE
$26.5B
$9.16K ﹤0.01%
108
SCHJ icon
216
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$600M
$9.06K ﹤0.01%
+365
DUK icon
217
Duke Energy
DUK
$99B
$8.73K ﹤0.01%
+74
BIDU icon
218
Baidu
BIDU
$42.2B
$8.58K ﹤0.01%
100
PJP icon
219
Invesco Pharmaceuticals ETF
PJP
$273M
$8.33K ﹤0.01%
+104
TFC icon
220
Truist Financial
TFC
$56.5B
$8.3K ﹤0.01%
+193
DGX icon
221
Quest Diagnostics
DGX
$20.3B
$8.29K ﹤0.01%
46
OC icon
222
Owens Corning
OC
$10.7B
$8.27K ﹤0.01%
60
CB icon
223
Chubb
CB
$111B
$8.25K ﹤0.01%
28
VIG icon
224
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$8.19K ﹤0.01%
40
+39
AMP icon
225
Ameriprise Financial
AMP
$45.2B
$7.89K ﹤0.01%
15