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
$596M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$5.53M
3 +$2.63M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
APD icon
Air Products & Chemicals
APD
+$614K

Top Sells

1 +$8.13M
2 +$4.52M
3 +$2.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.16M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$970K

Sector Composition

1 Technology 18.76%
2 Financials 6.62%
3 Communication Services 5.49%
4 Consumer Discretionary 4.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$16.8K ﹤0.01%
+246
202
$16.6K ﹤0.01%
106
+1
203
$16.5K ﹤0.01%
177
+2
204
$16.5K ﹤0.01%
876
+3
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$16.4K ﹤0.01%
404
+5
206
$16K ﹤0.01%
488
+4
207
$15.7K ﹤0.01%
+250
208
$15.7K ﹤0.01%
117
209
$15.6K ﹤0.01%
350
210
$15.6K ﹤0.01%
+73
211
$15.5K ﹤0.01%
107
+2
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$14.9K ﹤0.01%
245
+2
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$14.8K ﹤0.01%
+279
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$14.8K ﹤0.01%
+600
215
$14.4K ﹤0.01%
162
+3
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$14.4K ﹤0.01%
151
+1
217
$14.3K ﹤0.01%
234
+1
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$14.2K ﹤0.01%
30
219
$14.2K ﹤0.01%
4
220
$14.2K ﹤0.01%
229
221
$14.1K ﹤0.01%
+376
222
$14K ﹤0.01%
277
+3
223
$13.9K ﹤0.01%
111
+1
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$13.9K ﹤0.01%
+105
225
$13.6K ﹤0.01%
64
+1