• INCEPTION (03/06/2018)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 0.59%
  • S&P RETURN

  • 10.95%
(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: 03/23/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SVP YTD S&P (TR) YTD
20203.51%-2.44%-12.10%----------11.23% -30.43%
20196.73%3.31%0.45%2.39%-3.05%3.83%2.46%0.24%-3.75%-0.44%3.26%1.67%17.99% 31.49%
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: 03/24/2020)


Symbol Name % Fund
SHOP SHOPIFY INC CL A 5.90%
ADBE ADOBE SYS INC 2.73%
NOW SERVICENOW INC COM 2.54%
VEEV VEEVA SYS INC CL ... 2.34%
PYPL PAYPAL HLDGS INC 2.20%
Total 15.71%