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
51
$592K 0.81%
3,588
+25
52
$562K 0.77%
1,450
+180
53
$552K 0.76%
1,461
-460
54
$548K 0.75%
2,052
55
$516K 0.71%
114,695
+776
56
$510K 0.7%
5,300
57
$495K 0.68%
8,290
+550
58
$459K 0.63%
1,615
+530
59
$452K 0.62%
3,736
-8
60
$450K 0.62%
50,000
61
$432K 0.59%
34,844
+2,472
62
$431K 0.59%
1,490
63
$364K 0.5%
2,829
+215
64
$357K 0.49%
1,000
65
$341K 0.47%
1,621
+104
66
$339K 0.46%
4,108
67
$333K 0.46%
2,950
+30
68
$325K 0.45%
1,830
69
$305K 0.42%
2,120
+20
70
$281K 0.38%
1,145
71
$276K 0.38%
848
72
$259K 0.35%
1,384
73
$253K 0.35%
20,820
-1,500
74
$253K 0.35%
1,665
-1,265
75
$243K 0.33%
2,792
1 2
3
4