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1CP

17 Capital Partners Portfolio holdings

AUM $193M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.61M
3
+$1.35M
4
CVX icon
Chevron
CVX
+$1.27M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.11M

Top Sells

1
+$1.99M
2
+$1.32M
3
+$1.22M
4
CTRA
Coterra Energy
CTRA
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Sector Composition

1 Communication Services 19.4%
2 Technology 14.4%
3 Financials 8.01%
4 Healthcare 5.44%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.44T
$25.2M 13.06%
44,107
+71
SGOV icon
2
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$6.82M 3.53%
67,714
+39,325
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.39T
$5.94M 3.07%
20,642
-319
MSFT icon
4
Microsoft
MSFT
$2.9T
$3.95M 2.04%
10,675
+242
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$73.2B
$3.47M 1.8%
30,678
+8,152
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.37T
$3.24M 1.68%
11,289
+183
AAPL icon
7
Apple
AAPL
$4.28T
$2.99M 1.55%
11,792
+1,281
PH icon
8
Parker-Hannifin
PH
$114B
$2.76M 1.43%
3,087
-1,286
IUSV icon
9
iShares Core S&P US Value ETF
IUSV
$26.3B
$2.62M 1.36%
25,663
-4,153
PMMF
10
iShares Prime Money Market ETF
PMMF
$616M
$2.51M 1.3%
25,011
+1,339
CTVA icon
11
Corteva
CTVA
$50.9B
$2.5M 1.29%
29,891
-2,261
NVDA icon
12
NVIDIA
NVDA
$4.97T
$2.33M 1.2%
13,333
+646
IVE icon
13
iShares S&P 500 Value ETF
IVE
$48B
$2.31M 1.19%
10,934
+878
VOO icon
14
Vanguard S&P 500 ETF
VOO
$976B
$1.98M 1.02%
3,309
+2,581
RDVY icon
15
First Trust Rising Dividend Achievers ETF
RDVY
$23.4B
$1.96M 1.02%
28,777
+1,126
COF icon
16
Capital One
COF
$115B
$1.9M 0.98%
10,413
AMGN icon
17
Amgen
AMGN
$192B
$1.77M 0.92%
5,042
-33
MLM icon
18
Martin Marietta Materials
MLM
$34.7B
$1.77M 0.92%
3,013
GD icon
19
General Dynamics
GD
$97.4B
$1.71M 0.88%
4,973
+55
MUFG icon
20
Mitsubishi UFJ Financial
MUFG
$227B
$1.68M 0.87%
98,845
-3,400
IWB icon
21
iShares Russell 1000 ETF
IWB
$48B
$1.62M 0.84%
4,541
+206
WFC icon
22
Wells Fargo
WFC
$256B
$1.61M 0.83%
20,208
-815
ECL icon
23
Ecolab
ECL
$74.7B
$1.6M 0.83%
6,020
+55
AMP icon
24
Ameriprise Financial
AMP
$41.3B
$1.56M 0.81%
3,516
VIOO icon
25
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
$1.56M 0.81%
13,591
+1,263
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