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
$768M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$6.71M
5
AMZN icon
Amazon
AMZN
+$1.77M

Top Sells

1
+$18M
2
+$10.7M
3
+$5.92M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.34M

Sector Composition

1 Technology 24.89%
2 Financials 7.48%
3 Communication Services 6.11%
4 Consumer Discretionary 5.65%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 13.58%
181,798
+21,630
2
$66.2M 8.62%
135,669
+1,221
3
$59.1M 7.7%
253,743
+28,799
4
$55.6M 7.24%
531,547
-172,226
5
$55.3M 7.2%
94,290
+23,547
6
$39.9M 5.19%
92,652
+3,026
7
$34.2M 4.46%
281,898
+12,657
8
$32M 4.16%
192,655
+7,376
9
$26.9M 3.51%
281,260
-7,852
10
$20.1M 2.62%
108,110
+9,515
11
$15.8M 2.05%
41,025
-3,496
12
$15.6M 2.04%
138,422
+2,461
13
$12.9M 1.68%
132,557
+9,714
14
$12.8M 1.66%
27,785
+217
15
$12.4M 1.62%
21,707
+843
16
$11.1M 1.45%
12,522
+84
17
$11M 1.43%
40,494
+757
18
$10.8M 1.4%
62,351
+54,641
19
$10M 1.3%
219,005
-4,280
20
$9.72M 1.27%
108,010
+653
21
$9.47M 1.23%
132,224
-7,139
22
$9.34M 1.22%
235,427
+8,674
23
$9.33M 1.21%
10,430
-110
24
$9.32M 1.21%
23,010
+197
25
$9.11M 1.19%
33,278
-3,115
1
2 3 4 5