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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$12.4M
3 +$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1 +$18M
2 +$10.7M
3 +$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17K ﹤0.01%
4
202
$16.8K ﹤0.01%
130
+1
203
$16.6K ﹤0.01%
500
+4
204
$16.4K ﹤0.01%
228
+1
205
$16.3K ﹤0.01%
153
+1
206
$16.2K ﹤0.01%
31
207
$16.1K ﹤0.01%
+1,500
208
$16K ﹤0.01%
36
+1
209
$15.9K ﹤0.01%
71
210
$15.8K ﹤0.01%
1,362
+14
211
$15.8K ﹤0.01%
5
212
$15.6K ﹤0.01%
167
+2
213
$15.6K ﹤0.01%
324
214
$15.5K ﹤0.01%
132
215
$15.3K ﹤0.01%
149
216
$15.2K ﹤0.01%
120
+1
217
$15.1K ﹤0.01%
108
218
$14.8K ﹤0.01%
+178
219
$14.4K ﹤0.01%
+385
220
$14.4K ﹤0.01%
30
221
$14K ﹤0.01%
58
222
$14K ﹤0.01%
295
+2
223
$13.8K ﹤0.01%
240
+2
224
$13.2K ﹤0.01%
284
+3
225
$13.2K ﹤0.01%
113
+1