SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.81M
3 +$9.69M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.05M

Top Sells

1 +$28.9M
2 +$1.82M
3 +$1.72M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

1 Technology 28.06%
2 Communication Services 9.35%
3 Financials 4.98%
4 Consumer Discretionary 4.63%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPSB icon
201
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$11.5K ﹤0.01%
381
+6
IOT icon
202
Samsara
IOT
$20.3B
$11.5K ﹤0.01%
324
TECK icon
203
Teck Resources
TECK
$30.2B
$11.3K ﹤0.01%
235
CEG icon
204
Constellation Energy
CEG
$91B
$9.89K ﹤0.01%
+28
CI icon
205
Cigna
CI
$76.6B
$9.71K ﹤0.01%
35
XLE icon
206
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$9.66K ﹤0.01%
216
SCHJ icon
207
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$788M
$9.33K ﹤0.01%
375
+6
SCHW icon
208
Charles Schwab
SCHW
$155B
$9.24K ﹤0.01%
93
+1
CB icon
209
Chubb
CB
$127B
$8.95K ﹤0.01%
29
AMBA icon
210
Ambarella
AMBA
$2.79B
$8.8K ﹤0.01%
+124
OEF icon
211
iShares S&P 100 ETF
OEF
$20B
$8.7K ﹤0.01%
25
ZS icon
212
Zscaler
ZS
$21.1B
$8.15K ﹤0.01%
36
DGX icon
213
Quest Diagnostics
DGX
$22.2B
$8.08K ﹤0.01%
47
+1
F icon
214
Ford
F
$59.4B
$7.81K ﹤0.01%
595
+7
PCAR icon
215
PACCAR
PCAR
$61.4B
$7.69K ﹤0.01%
70
FEP icon
216
First Trust Europe AlphaDEX Fund
FEP
$510M
$7.62K ﹤0.01%
142
+2
DHR icon
217
Danaher
DHR
$130B
$7.34K ﹤0.01%
32
AMP icon
218
Ameriprise Financial
AMP
$40.9B
$7.3K ﹤0.01%
15
TEM
219
Tempus AI
TEM
$8.34B
$7.09K ﹤0.01%
120
OC icon
220
Owens Corning
OC
$9.6B
$6.8K ﹤0.01%
61
+1
FDX icon
221
FedEx
FDX
$79B
$6.63K ﹤0.01%
23
OUST icon
222
Ouster
OUST
$2.53B
$6.19K ﹤0.01%
286
+38
VHT icon
223
Vanguard Health Care ETF
VHT
$16.8B
$6.09K ﹤0.01%
21
SYK icon
224
Stryker
SYK
$117B
$5.99K ﹤0.01%
17
COP icon
225
ConocoPhillips
COP
$143B
$5.95K ﹤0.01%
64
+1