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
$478M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.13M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$1.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 15.71%
2 Communication Services 4.74%
3 Financials 4.43%
4 Consumer Discretionary 3.52%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.76K ﹤0.01%
87
+1
202
$3.24K ﹤0.01%
32
-101
203
$3.23K ﹤0.01%
203
+1
204
$2.65K ﹤0.01%
21
+1
205
$2.53K ﹤0.01%
69
+1
206
$2.4K ﹤0.01%
+135
207
$2.21K ﹤0.01%
+68
208
$2.09K ﹤0.01%
16
209
$1.86K ﹤0.01%
62
210
$1.84K ﹤0.01%
12
211
$1.75K ﹤0.01%
9
212
$1.66K ﹤0.01%
90
213
$1.39K ﹤0.01%
43
214
$1.34K ﹤0.01%
20
215
$1.15K ﹤0.01%
78
216
$955 ﹤0.01%
41
+1
217
$868 ﹤0.01%
14
218
$679 ﹤0.01%
71
+1
219
$402 ﹤0.01%
5
220
$385 ﹤0.01%
1
221
$364 ﹤0.01%
39
222
$276 ﹤0.01%
5
223
$249 ﹤0.01%
2
224
$216 ﹤0.01%
4
225
$183 ﹤0.01%
1
7 8
9
10 11