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
$670M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$5.91M
3 +$2.97M
4
APD icon
Air Products & Chemicals
APD
+$2.87M
5
SBUX icon
Starbucks
SBUX
+$2.52M

Top Sells

1 +$20.1M
2 +$6.91M
3 +$5.57M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$1.72M

Sector Composition

1 Technology 21.13%
2 Financials 7.83%
3 Communication Services 6.01%
4 Consumer Discretionary 5.19%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$14.6K ﹤0.01%
30
202
$14.6K ﹤0.01%
64
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4
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+2
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+225
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58
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+1
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$12.6K ﹤0.01%
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30
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$12.2K ﹤0.01%
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$11.9K ﹤0.01%
1,002
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$11.9K ﹤0.01%
30
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$11.8K ﹤0.01%
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$11.6K ﹤0.01%
20
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+1
221
$11.5K ﹤0.01%
200
+5
222
$11.3K ﹤0.01%
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223
$11.3K ﹤0.01%
316
+4
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$11.2K ﹤0.01%
20
225
$10.9K ﹤0.01%
41
+1