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
76
$239K 0.33%
507
77
$237K 0.32%
2,749
78
$233K 0.32%
10,000
79
$230K 0.32%
662
80
$220K 0.3%
2,800
81
$219K 0.3%
1,453
-2,475
82
$215K 0.29%
6,600
83
$214K 0.29%
800
84
$213K 0.29%
2,254
85
$89K 0.12%
14,081
86
$57K 0.08%
25,000
87
– –
-5,245
88
– –
-3,489
89
– –
-1,020
1 2 3
4