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
$154M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$485K
3
+$457K
4
PSA icon
Public Storage
PSA
+$412K
5
PEP icon
PepsiCo
PEP
+$403K

Top Sells

1
+$1.07M
2
+$596K
3
+$329K
4
LULU icon
lululemon athletica
LULU
+$324K
5
PEN icon
Penumbra
PEN
+$258K

Sector Composition

1 Communication Services 21.78%
2 Technology 17.21%
3 Financials 9.69%
4 Healthcare 7.03%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.99%
15,230
27
$1.5M 0.98%
12,387
-743
28
$1.5M 0.98%
2,600
+116
29
$1.49M 0.97%
7,578
+890
30
$1.45M 0.94%
12,785
-825
31
$1.45M 0.94%
31,648
32
$1.43M 0.93%
74,210
33
$1.43M 0.93%
10,327
34
$1.41M 0.92%
1,578
+1
35
$1.37M 0.89%
+30,535
36
$1.36M 0.88%
7,850
+4
37
$1.35M 0.88%
8,831
38
$1.35M 0.88%
4,983
-61
39
$1.35M 0.88%
4,284
+203
40
$1.32M 0.86%
7,363
+2,106
41
$1.32M 0.86%
3,452
-2
42
$1.29M 0.84%
8,852
43
$1.25M 0.81%
6,755
44
$1.24M 0.8%
5,984
45
$1.24M 0.8%
16,878
46
$1.24M 0.8%
2,532
+506
47
$1.2M 0.78%
18,581
48
$1.17M 0.76%
4,535
49
$1.16M 0.76%
17,810
-454
50
$1.15M 0.75%
3,055
+224
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