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
$1.51B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$42.3M
3
+$31.2M
4
NVDA icon
NVIDIA
NVDA
+$20.6M
5
AAPL icon
Apple
AAPL
+$19.5M

Top Sells

1
+$202M
2
+$118M
3
+$56.6M
4
APP icon
Applovin
APP
+$1.23M
5
ROKU icon
Roku
ROKU
+$835K

Sector Composition

1 Communication Services 34.65%
2 Technology 30.78%
3 Financials 3.91%
4 Consumer Discretionary 2.14%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.07%
+4,910
77
$993K 0.07%
+9,603
78
$696K 0.05%
7,452
-125
79
$607K 0.04%
+2,391
80
$153K 0.01%
4,500
81
– –
-16,986
1 2 3
4