1CP

17 Capital Partners Portfolio holdings

AUM $173M
1-Year Est. Return 22.89%
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73M
AUM Growth
-$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$151K
3
+$109K
4
COF icon
Capital One
COF
+$102K
5
OSK icon
Oshkosh
OSK
+$76.9K

Top Sells

1
+$612K
2
+$556K
3
+$528K
4
SBNY
Signature Bank
SBNY
+$373K
5
VEEV icon
Veeva Systems
VEEV
+$202K

Sector Composition

1 Technology 24.48%
2 Communication Services 13.46%
3 Financials 13.04%
4 Healthcare 9.6%
5 Materials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.5%
13,138
-83
27
$1.07M 1.46%
8,471
-482
28
$1.07M 1.46%
18,462
-165
29
$1.07M 1.46%
7,139
-12
30
$1.06M 1.45%
12,133
-40
31
$1.05M 1.44%
6,285
-303
32
$1.02M 1.4%
7,099
-181
33
$985K 1.35%
4,288
-11
34
$981K 1.34%
10,948
-130
35
$974K 1.33%
12,071
+1,351
36
$974K 1.33%
76,065
37
$967K 1.32%
11,802
+30
38
$949K 1.3%
5,775
39
$902K 1.24%
10,484
+695
40
$893K 1.22%
15,345
-400
41
$886K 1.21%
10,978
-226
42
$870K 1.19%
2,401
+200
43
$784K 1.07%
2,805
44
$779K 1.07%
11,814
+49
45
$705K 0.97%
12,340
-194
46
$703K 0.96%
10,006
+1,095
47
$695K 0.95%
3,944
+105
48
$673K 0.92%
10,715
+2,677
49
$625K 0.86%
4,657
50
$610K 0.84%
3,089
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