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
51
$947K 0.7%
6,830
+1,035
52
$917K 0.68%
14,239
53
$900K 0.67%
2,026
-17
54
$887K 0.66%
2,946
-535
55
$871K 0.64%
2,584
+394
56
$851K 0.63%
+3,404
57
$832K 0.62%
2,660
-1,630
58
$832K 0.62%
2,084
-50
59
$812K 0.6%
+7,669
60
$811K 0.6%
1,685
61
$810K 0.6%
5,318
+6
62
$779K 0.58%
13,400
63
$760K 0.56%
2,370
+470
64
$750K 0.55%
4,595
-62
65
$718K 0.53%
+1,689
66
$705K 0.52%
+3,383
67
$693K 0.51%
2,540
68
$686K 0.51%
+3,400
69
$678K 0.5%
4,770
-2,610
70
$625K 0.46%
12,333
71
$577K 0.43%
3,905
-61
72
$537K 0.4%
1,026
-5,809
73
$530K 0.39%
+11,618
74
$511K 0.38%
1,830
75
$458K 0.34%
+6,654