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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
TMUS icon
76
T-Mobile US
TMUS
$205B
$926K 0.48%
4,407
+34
XNTK icon
77
State Street SPDR NYSE Technology ETF
XNTK
$2.2B
$909K 0.47%
3,562
+359
BX icon
78
Blackstone
BX
$150B
$909K 0.47%
7,901
ARKW icon
79
ARK Web x.0 ETF
ARKW
$1.68B
$890K 0.46%
7,376
+453
LOW icon
80
Lowe's Companies
LOW
$124B
$890K 0.46%
3,765
+72
MDT icon
81
Medtronic
MDT
$103B
$854K 0.44%
9,850
+565
IAU icon
82
iShares Gold Trust
IAU
$65.4B
$844K 0.44%
9,579
+1,625
MKC icon
83
McCormick & Company Non-Voting
MKC
$13.2B
$844K 0.44%
+16,736
AWK icon
84
American Water Works
AWK
$24.7B
$827K 0.43%
6,075
+40
GEV icon
85
GE Vernova
GEV
$253B
$823K 0.43%
+943
ISRG icon
86
Intuitive Surgical
ISRG
$146B
$815K 0.42%
1,767
+25
EW icon
87
Edwards Lifesciences
EW
$49B
$804K 0.42%
10,036
+3,325
VZ icon
88
Verizon
VZ
$201B
$784K 0.41%
15,624
+650
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$784K 0.41%
1,206
-463
IEFA icon
90
iShares Core MSCI EAFE ETF
IEFA
$186B
$772K 0.4%
8,524
+1,237
BNDW icon
91
Vanguard Total World Bond ETF
BNDW
$1.88B
$769K 0.4%
11,246
+6,570
GNRC icon
92
Generac Holdings
GNRC
$15.4B
$723K 0.37%
+3,701
AAAU icon
93
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.56B
$721K 0.37%
15,619
+2,003
AVGO icon
94
Broadcom
AVGO
$1.82T
$713K 0.37%
2,303
+910
VTIP icon
95
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$700K 0.36%
14,021
+2,316
XLV icon
96
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$696K 0.36%
4,744
-3,332
CRWD icon
97
CrowdStrike
CRWD
$174B
$687K 0.36%
1,760
+55
VGSH icon
98
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$668K 0.35%
11,413
+1,373
FNDF icon
99
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$662K 0.34%
13,535
-18,748
LLY icon
100
Eli Lilly
LLY
$1.01T
$642K 0.33%
698
+505
2 3
4
5 6