SVCF

Silicon Valley Community Foundation Portfolio holdings

AUM $1.77B
1-Year Est. Return 13%
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$147M

Sector Composition

1 Financials 1.86%
2 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$660B
$1.72B 97.02%
2,777,873
-237,517
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$32.8M 1.85%
45
XYZ
3
Block Inc
XYZ
$45.8B
$19.9M 1.12%
292,868
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$116K 0.01%
238