• INCEPTION (03/06/2018)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 6.77%
  • S&P RETURN

  • 13.00%
(SVP) Silicon Valley Plus

SVP Growth of $10,000

SVP Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

SVP Model Month By Month (As Of: 11/29/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SVP YTD S&P (TR) YTD
20196.73%3.31%0.45%2.39%-3.05%3.83%2.46%0.24%-3.75%-0.44%3.26%-16.05% 27.63%
2018---7.30%-0.33%6.21%0.84%-0.16%10.45%5.02%-12.53%0.89%-4.32%-3.24% -6.62%
Returns greater than 5%
Returns less than -5%

SVP Top 5 Holdings (As Of: 12/02/2019)


Symbol Name % Fund
SHOP SHOPIFY INC CL A 4.39%
ADBE ADOBE SYS INC 2.46%
MA MASTERCARD INC COM 2.44%
NOW SERVICENOW INC COM 2.43%
PYPL PAYPAL HLDGS INC 2.35%
Total 14.07%