SVCP
Silicon Valley Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
+2.11%
1 Year Return
+6.01%
3 Year Return
+29.77%
5 Year Return
+144.92%
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.58%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$44.2M |
| 2 |
iShares Select Dividend ETF
DVY
|
$29.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$24.3M |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$5.35M |
| 5 |
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
|
$3.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.96% |
| 2 | Technology | 2.84% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Communication Services | 2.38% |
| 5 | Financials | 0.32% |
