SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.95M
3
+$8.81M
4
ORCL icon
Oracle
ORCL
+$8.65M
5
NVDA icon
NVIDIA
NVDA
+$6.74M

Top Sells

1
+$37.6M
2
+$33M
3
+$29.9M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$12.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10M

Sector Composition

1 Technology 24.83%
2 Communication Services 9.07%
3 Consumer Discretionary 6.31%
4 Financials 6.13%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.81K ﹤0.01%
112
-23
202
$9.72K ﹤0.01%
109
-24
203
$9.34K ﹤0.01%
100
204
$8.75K ﹤0.01%
234
205
$8.53K ﹤0.01%
60
206
$8.41K ﹤0.01%
28
207
$8.19K ﹤0.01%
+95
208
$7.69K ﹤0.01%
46
209
$7.5K ﹤0.01%
36
210
$7.11K ﹤0.01%
15
211
$6.78K ﹤0.01%
25
212
$6.33K ﹤0.01%
62
+1
213
$5.65K ﹤0.01%
137
214
$5.57K ﹤0.01%
573
+18
215
$5.53K ﹤0.01%
+104
216
$5.48K ﹤0.01%
21
217
$5.45K ﹤0.01%
23
+1
218
$4.86K ﹤0.01%
+102
219
$4.82K ﹤0.01%
154
220
$4.35K ﹤0.01%
+214
221
$3.7K ﹤0.01%
31
222
$3.38K ﹤0.01%
56
+1
223
$3.13K ﹤0.01%
50
224
$2.98K ﹤0.01%
101
225
$2.98K ﹤0.01%
169
7 8
9
10 11