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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
APD icon
51
Air Products & Chemicals
APD
$62.7B
$1.14M 0.59%
3,919
AIG icon
52
American International
AIG
$40.2B
$1.13M 0.58%
14,962
-13
XEL icon
53
Xcel Energy
XEL
$49.5B
$1.11M 0.57%
13,977
+250
GSLC icon
54
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$1.09M 0.56%
8,672
+822
SOXX icon
55
iShares Semiconductor ETF
SOXX
$43.3B
$1.08M 0.56%
3,294
+311
NFLX icon
56
Netflix
NFLX
$338B
$1.08M 0.56%
11,206
-69
VO icon
57
Vanguard Mid-Cap ETF
VO
$104B
$1.08M 0.56%
+15,004
SHW icon
58
Sherwin-Williams
SHW
$78.3B
$1.06M 0.55%
3,316
+25
DHR icon
59
Danaher
DHR
$127B
$1.04M 0.54%
5,476
SNPS icon
60
Synopsys
SNPS
$86.9B
$1.03M 0.53%
2,590
ADSK icon
61
Autodesk
ADSK
$41.9B
$1.02M 0.53%
4,275
+100
PG icon
62
Procter & Gamble
PG
$348B
$1.02M 0.53%
7,066
MA icon
63
Mastercard
MA
$433B
$1.02M 0.53%
2,037
+65
OSK icon
64
Oshkosh
OSK
$8.42B
$1.02M 0.53%
6,913
-20
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$1.01M 0.52%
14,540
+6,680
XLK icon
66
State Street Technology Select Sector SPDR ETF
XLK
$121B
$995K 0.51%
7,485
+890
CFR icon
67
Cullen/Frost Bankers
CFR
$9.29B
$975K 0.5%
7,110
MRVL icon
68
Marvell Technology
MRVL
$245B
$972K 0.5%
9,810
+580
SMH icon
69
VanEck Semiconductor ETF
SMH
$70.8B
$962K 0.5%
2,509
+185
ALC icon
70
Alcon
ALC
$32.6B
$960K 0.5%
12,745
JMOM icon
71
JPMorgan US Momentum Factor ETF
JMOM
$2.44B
$959K 0.5%
14,114
+904
AGG icon
72
iShares Core US Aggregate Bond ETF
AGG
$137B
$946K 0.49%
9,526
+1,308
ADBE icon
73
Adobe
ADBE
$82.5B
$932K 0.48%
3,833
WCC
74
WESCO International
WCC
$16.9B
$932K 0.48%
3,405
+950
MRK icon
75
Merck
MRK
$294B
$927K 0.48%
7,704
+100
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3
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