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
$1.74B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$24K

Top Sells

1 +$67M
2 +$41.9M
3 +$4.79M

Sector Composition

1 Financials 2.07%
2 Technology 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$660B
$1.69B 97.01%
3,015,390
-119,698
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$35.9M 2.07%
45
-6
XYZ
3
Block Inc
XYZ
$45.8B
$15.9M 0.92%
292,868
-771,567
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$127K 0.01%
238
+45