1CP

17 Capital Partners Portfolio holdings

AUM $184M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.31M
3
+$760K
4
KNGZ icon
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
+$251K
5
AMD icon
Advanced Micro Devices
AMD
+$230K

Top Sells

1
+$1.58M
2
+$401K
3
+$347K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$209K
5
COST icon
Costco
COST
+$209K

Sector Composition

1 Communication Services 24.62%
2 Technology 17.3%
3 Financials 9.09%
4 Healthcare 5.54%
5 Materials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
76
Medtronic
MDT
$127B
$885K 0.48%
9,294
JMOM icon
77
JPMorgan US Momentum Factor ETF
JMOM
$1.74B
$853K 0.46%
12,560
+1,215
FNGS icon
78
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$524M
$850K 0.46%
12,145
+1,155
FBCG icon
79
Fidelity Blue Chip Growth ETF
FBCG
$5.2B
$847K 0.46%
15,784
+1,751
AWK icon
80
American Water Works
AWK
$25.6B
$843K 0.46%
6,058
CRWD icon
81
CrowdStrike
CRWD
$128B
$836K 0.45%
1,705
SPY icon
82
SPDR S&P 500 ETF Trust
SPY
$702B
$829K 0.45%
1,245
ISRG icon
83
Intuitive Surgical
ISRG
$192B
$821K 0.45%
1,836
-205
TYL icon
84
Tyler Technologies
TYL
$19.7B
$815K 0.44%
1,558
+8
PANW icon
85
Palo Alto Networks
PANW
$134B
$789K 0.43%
3,874
GSLC icon
86
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$788K 0.43%
6,052
+618
TTE icon
87
TotalEnergies
TTE
$141B
$760K 0.41%
+12,731
MRVL icon
88
Marvell Technology
MRVL
$73B
$745K 0.41%
8,865
-75
INTU icon
89
Intuit
INTU
$187B
$705K 0.38%
1,032
+73
HGTY icon
90
Hagerty
HGTY
$1.29B
$662K 0.36%
55,000
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$569B
$652K 0.35%
1,986
+188
MRK icon
92
Merck
MRK
$247B
$641K 0.35%
7,635
IWV icon
93
iShares Russell 3000 ETF
IWV
$18.3B
$610K 0.33%
1,611
+132
SMH icon
94
VanEck Semiconductor ETF
SMH
$36.2B
$575K 0.31%
1,761
+155
SOXX icon
95
iShares Semiconductor ETF
SOXX
$17.2B
$574K 0.31%
2,117
+254
CBSH icon
96
Commerce Bancshares
CBSH
$7.45B
$573K 0.31%
9,595
SHV icon
97
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
$566K 0.31%
5,124
+11
ELS icon
98
Equity Lifestyle Properties
ELS
$12B
$544K 0.3%
8,956
CRM icon
99
Salesforce
CRM
$246B
$542K 0.29%
2,286
-35
VXF icon
100
Vanguard Extended Market ETF
VXF
$25.4B
$530K 0.29%
2,532
+303
2 3
4
5 6