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
$536M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.3M
3
+$1.83M
4
USB icon
US Bancorp
USB
+$1.08M
5
XOM icon
Exxon Mobil
XOM
+$752K

Top Sells

1
+$1.77M
2
+$1.66M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$987K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$732K

Sector Composition

1 Technology 16.25%
2 Financials 4.85%
3 Communication Services 4.7%
4 Consumer Discretionary 3.68%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.3K ﹤0.01%
+60
202
$10.3K ﹤0.01%
+35
203
$10.2K ﹤0.01%
271
+3
204
$10.2K ﹤0.01%
+185
205
$10K ﹤0.01%
+40
206
$9.97K ﹤0.01%
88
207
$9.87K ﹤0.01%
+35
208
$9.63K ﹤0.01%
+288
209
$9.55K ﹤0.01%
+150
210
$9.21K ﹤0.01%
+115
211
$9.18K ﹤0.01%
+7
212
$9.14K ﹤0.01%
+311
213
$9.02K ﹤0.01%
71
214
$8.87K ﹤0.01%
258
+3
215
$8.77K ﹤0.01%
108
-1
216
$8.65K ﹤0.01%
+255
217
$8.59K ﹤0.01%
+143
218
$8.35K ﹤0.01%
+80
219
$8.32K ﹤0.01%
+387
220
$8.21K ﹤0.01%
+31
221
$8.19K ﹤0.01%
+610
222
$7.97K ﹤0.01%
+30
223
$7.8K ﹤0.01%
+20
224
$7.77K ﹤0.01%
+33
225
$7.73K ﹤0.01%
123
+1
7 8
9
10 11