SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$33.8M
3
+$12.7M
4
CRM icon
Salesforce
CRM
+$9.11M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.74M

Top Sells

1
+$9.17M
2
+$2.98M
3
+$2.89M
4
SBUX icon
Starbucks
SBUX
+$2.59M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.93M

Sector Composition

1 Technology 25.05%
2 Communication Services 8.82%
3 Consumer Discretionary 5.26%
4 Financials 5.16%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.5K ﹤0.01%
+432
202
$11.4K ﹤0.01%
36
203
$11.2K ﹤0.01%
+371
204
$10.8K ﹤0.01%
+368
205
$10.7K ﹤0.01%
+238
206
$10.6K ﹤0.01%
+774
207
$10.6K ﹤0.01%
+343
208
$10.6K ﹤0.01%
+1,000
209
$10K ﹤0.01%
+200
210
$9.98K ﹤0.01%
+141
211
$9.82K ﹤0.01%
+121
212
$9.61K ﹤0.01%
+84
213
$9.58K ﹤0.01%
68
-939
214
$9.46K ﹤0.01%
234
215
$9.16K ﹤0.01%
216
216
$9.06K ﹤0.01%
+365
217
$8.73K ﹤0.01%
+74
218
$8.58K ﹤0.01%
100
219
$8.33K ﹤0.01%
+104
220
$8.3K ﹤0.01%
+193
221
$8.29K ﹤0.01%
46
222
$8.27K ﹤0.01%
60
223
$8.25K ﹤0.01%
28
224
$8.19K ﹤0.01%
40
+39
225
$7.89K ﹤0.01%
15
7 8
9
10 11