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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
$1.06B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.87M
3
+$6.6M
4
CRM icon
Salesforce
CRM
+$4.14M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M

Top Sells

1
+$4.15M
2
+$3.76M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$2.12M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M

Sector Composition

1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 13.74%
218,767
-106
2
$79.1M 7.46%
131,679
-592
3
$72.1M 6.8%
772,424
-21,256
4
$67.1M 6.33%
275,947
+2,150
5
$57M 5.37%
110,012
+12,932
6
$56.3M 5.31%
301,515
-5,001
7
$53M 5%
208,337
-9,390
8
$42.1M 3.97%
507,541
+47,746
9
$37.4M 3.53%
313,006
+26,676
10
$35.3M 3.33%
160,587
-6,561
11
$35.1M 3.31%
47,828
+9,276
12
$33.2M 3.13%
274,693
-33
13
$23.4M 2.21%
71,012
-5,560
14
$22M 2.07%
78,151
+4,022
15
$19M 1.79%
103,270
+36,790
16
$18.8M 1.78%
79,466
+16,426
17
$18.6M 1.75%
232,620
-1,614
18
$17.7M 1.67%
135,842
+1,051
19
$16.6M 1.57%
102,752
-25,744
20
$15.9M 1.5%
17,141
-490
21
$15M 1.41%
19,620
+1,499
22
$14.9M 1.4%
288,687
+17,175
23
$14.6M 1.38%
128,471
-33,924
24
$14M 1.32%
127,061
+12,172
25
$13M 1.22%
39,042
-4,175
1
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