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
$1.97B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$920M
2
+$101M
3
+$9.88M
4
HOOD icon
Robinhood
HOOD
+$5.52M
5
DDOG icon
Datadog
DDOG
+$1.57M

Top Sells

1
+$249M
2
+$42.3M
3
+$31.2M
4
AAPL icon
Apple
AAPL
+$19.5M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 18.57%
2 Communication Services 11.96%
3 Financials 2.72%
4 Consumer Discretionary 0.44%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-109,891
52
– –
-3,384
53
– –
-8,589
54
– –
-61,700
55
– –
-28,280
56
– –
-52,333
57
– –
-1,720,143
58
– –
-31,554
59
– –
-3,238
60
– –
-6,604
61
– –
-29,904
62
– –
-13,672
63
– –
-6,015
64
– –
-4,946
65
– –
-6,239
66
– –
-5,442
67
– –
-9,603
68
– –
-741,706
69
– –
-17,904
70
– –
-2,391
71
– –
-53,447
72
– –
-13,796
73
– –
-30,530
74
– –
-9,852
75
– –
-39,313
1 2
3
4