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
$533M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$3.84M
4
MSFT icon
Microsoft
MSFT
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.23M

Top Sells

1
+$23.4M
2
+$10.9M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.88M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.15M

Sector Composition

1 Technology 17.59%
2 Financials 6.36%
3 Communication Services 5.57%
4 Consumer Discretionary 4.37%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.59K ﹤0.01%
35
202
$9.56K ﹤0.01%
35
203
$9.51K ﹤0.01%
30
204
$9.47K ﹤0.01%
88
205
$9.39K ﹤0.01%
336
206
$9.26K ﹤0.01%
40
207
$9.09K ﹤0.01%
150
208
$8.76K ﹤0.01%
255
+2
209
$8.66K ﹤0.01%
258
210
$8.6K ﹤0.01%
70
-1
211
$8.57K ﹤0.01%
+375
212
$8.57K ﹤0.01%
204
213
$8.37K ﹤0.01%
625
+15
214
$8.33K ﹤0.01%
42
215
$8.18K ﹤0.01%
144
+1
216
$8.16K ﹤0.01%
392
+2
217
$8.1K ﹤0.01%
40
218
$8.07K ﹤0.01%
31
219
$7.93K ﹤0.01%
985
220
$7.83K ﹤0.01%
185
221
$7.82K ﹤0.01%
20
222
$7.76K ﹤0.01%
7
223
$7.67K ﹤0.01%
30
224
$7.65K ﹤0.01%
388
+1
225
$7.44K ﹤0.01%
256
+1
7 8
9
10 11