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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
KO icon
26
Coca-Cola
KO
$355B
$1.54M 0.8%
20,289
+225
UBER icon
27
Uber
UBER
$140B
$1.49M 0.77%
20,685
+200
IWM icon
28
iShares Russell 2000 ETF
IWM
$80.4B
$1.47M 0.76%
5,929
+360
AMD icon
29
Advanced Micro Devices
AMD
$834B
$1.47M 0.76%
7,213
+225
CVX icon
30
Chevron
CVX
$373B
$1.44M 0.75%
+6,966
USB icon
31
US Bancorp
USB
$91.8B
$1.42M 0.73%
27,207
AMZN icon
32
Amazon
AMZN
$2.57T
$1.39M 0.72%
6,666
-1,920
SONY icon
33
Sony
SONY
$121B
$1.37M 0.71%
66,110
TDY icon
34
Teledyne Technologies
TDY
$29B
$1.36M 0.7%
2,251
-6
MSI icon
35
Motorola Solutions
MSI
$68.4B
$1.35M 0.7%
+3,107
VFH icon
36
Vanguard Financials ETF
VFH
$12.7B
$1.34M 0.69%
11,052
+846
IEF icon
37
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$1.31M 0.68%
13,761
-20,698
IVV icon
38
iShares Core S&P 500 ETF
IVV
$812B
$1.28M 0.66%
1,960
+57
PNC icon
39
PNC Financial Services
PNC
$95.4B
$1.28M 0.66%
6,152
+100
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$126B
$1.25M 0.64%
11,688
+1,004
FBCG icon
41
Fidelity Blue Chip Growth ETF
FBCG
$6.75B
$1.24M 0.64%
24,705
+2,346
VGT icon
42
Vanguard Information Technology ETF
VGT
$142B
$1.23M 0.63%
14,064
+832
QCOM icon
43
Qualcomm
QCOM
$223B
$1.21M 0.63%
9,389
+100
QQQ icon
44
Invesco QQQ Trust
QQQ
$477B
$1.19M 0.62%
2,062
-61
ATO icon
45
Atmos Energy
ATO
$28.4B
$1.19M 0.61%
6,423
-2,633
MCHP icon
46
Microchip Technology
MCHP
$51.6B
$1.17M 0.61%
18,142
-68
LEN icon
47
Lennar Class A
LEN
$22.2B
$1.17M 0.6%
13,434
TTE icon
48
TotalEnergies
TTE
$196B
$1.16M 0.6%
12,758
RPM icon
49
RPM International
RPM
$13.7B
$1.16M 0.6%
11,650
IUSB icon
50
iShares Core Universal USD Bond ETF
IUSB
$41.6B
$1.15M 0.59%
24,854
+11,296
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