1CP
17 Capital Partners Portfolio holdings
AUM
$173M
This Quarter Return
-15.79%
1 Year Return
+22.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.2M
AUM Growth
+$79.2M
(-17%)
Cap. Flow
-$276K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
28.64%
Holding
99
New
3
Increased
18
Reduced
27
Closed
10
Top Buys
| 1 |
Autodesk
ADSK
|
$1.07M |
| 2 |
Corpay
CPAY
|
$526K |
| 3 |
Intuit
INTU
|
$490K |
| 4 |
Mastercard
MA
|
$342K |
| 5 |
Amazon
AMZN
|
$282K |
Top Sells
| 1 |
Penumbra
PEN
|
$576K |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$536K |
| 3 |
ZEN
ZENDESK INC
ZEN
|
$378K |
| 4 |
CareDx
CDNA
|
$353K |
| 5 |
Idexx Laboratories
IDXX
|
$284K |
Sector Composition
| 1 | Technology | 25.17% |
| 2 | Communication Services | 13.91% |
| 3 | Financials | 12.65% |
| 4 | Healthcare | 10.09% |
| 5 | Industrials | 7.07% |
