SVCF
Silicon Valley Community Foundation Portfolio holdings
AUM
$1.77B
This Quarter Return
+6.54%
1 Year Return
+13%
3 Year Return
+309.34%
5 Year Return
–
10 Year Return
–
AUM
$1.51B
AUM Growth
+$1.51B
(+6.9%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
99.28%
Holding
21
New
3
Increased
–
Reduced
4
Closed
3
Top Buys
1 |
Berkshire Hathaway Class A
BRK.A
|
$139M |
2 |
Vanguard Total Stock Market ETF
VTI
|
$80.3M |
3 |
Berkshire Hathaway Class B
BRK.B
|
$188K |
Top Sells
1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$38.3M |
2 |
iShares Core MSCI EAFE ETF
IEFA
|
$24.4M |
3 |
Alphabet (Google) Class C
GOOG
|
$1.03M |
4 |
Alphabet (Google) Class A
GOOGL
|
$1.03M |
5 |
Roku
ROKU
|
$709K |
Sector Composition
1 | Technology | 49.29% |
2 | Communication Services | 13.9% |
3 | Financials | 9.35% |
4 | Consumer Discretionary | 0.39% |
5 | Healthcare | 0.22% |