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
$135M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.57M
3 +$1.43M
4
LOW icon
Lowe's Companies
LOW
+$1.37M
5
TTE icon
TotalEnergies
TTE
+$1.36M

Top Sells

1 +$3.04M
2 +$1.9M
3 +$1.59M
4
AMGN icon
Amgen
AMGN
+$1.17M
5
SYY icon
Sysco
SYY
+$838K

Sector Composition

1 Communication Services 19.72%
2 Technology 19.08%
3 Financials 10.18%
4 Healthcare 8.25%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.44M 1.07%
8,409
+52
27
$1.43M 1.06%
+2,976
28
$1.41M 1.05%
31,648
29
$1.39M 1.03%
49,955
30
$1.37M 1.01%
22,368
+81
31
$1.37M 1.01%
+5,370
32
$1.36M 1.01%
+19,782
33
$1.36M 1%
8,354
34
$1.32M 0.97%
6,413
+5,130
35
$1.3M 0.96%
10,961
36
$1.27M 0.94%
74,210
37
$1.27M 0.94%
15,230
38
$1.25M 0.92%
4,593
39
$1.2M 0.89%
2,792
40
$1.15M 0.85%
7,113
41
$1.15M 0.85%
1,502
42
$1.14M 0.85%
111,683
43
$1.14M 0.84%
6,099
+1,372
44
$1.11M 0.82%
12,260
-5,550
45
$1.11M 0.82%
3,839
+477
46
$1.06M 0.78%
8,467
47
$1.05M 0.77%
19,464
+15,937
48
$979K 0.72%
11,228
49
$960K 0.71%
8,530
50
$948K 0.7%
4,506
+488