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
$896M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$33M
3 +$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.8M
5
AMD icon
Advanced Micro Devices
AMD
+$9.46M

Top Sells

1 +$9.63M
2 +$8.64M
3 +$7.18M
4
ASML icon
ASML
ASML
+$6.66M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.88M

Sector Composition

1 Technology 22.61%
2 Communication Services 7.43%
3 Consumer Discretionary 5.99%
4 Financials 5.83%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$20.3K ﹤0.01%
324
+3
202
$20.2K ﹤0.01%
40
203
$20K ﹤0.01%
4
204
$19.6K ﹤0.01%
+1,737
205
$19.6K ﹤0.01%
43
206
$19.5K ﹤0.01%
71
+1
207
$18.4K ﹤0.01%
257
+7
208
$18.2K ﹤0.01%
1,202
209
$18.1K ﹤0.01%
45
210
$17.8K ﹤0.01%
+54
211
$17.6K ﹤0.01%
230
+2
212
$17.2K ﹤0.01%
131
+1
213
$17.1K ﹤0.01%
1,374
+12
214
$16.9K ﹤0.01%
149
215
$16.9K ﹤0.01%
+71
216
$16.7K ﹤0.01%
+153
217
$16.4K ﹤0.01%
36
218
$16K ﹤0.01%
5
219
$15.8K ﹤0.01%
286
+2
220
$15.6K ﹤0.01%
504
+4
221
$15.3K ﹤0.01%
154
+1
222
$15.2K ﹤0.01%
72
+1
223
$15.2K ﹤0.01%
170
+3
224
$14.9K ﹤0.01%
132
225
$14.6K ﹤0.01%
197