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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
USMV icon
101
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$638K 0.33%
6,879
+1,072
SHY icon
102
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$637K 0.33%
7,714
+1,135
VTI icon
103
Vanguard Total Stock Market ETF
VTI
$650B
$623K 0.32%
1,941
+277
NOW icon
104
ServiceNow
NOW
$105B
$606K 0.31%
5,795
-160
PANW icon
105
Palo Alto Networks
PANW
$228B
$605K 0.31%
3,772
+75
IDXX icon
106
Idexx Laboratories
IDXX
$44.2B
$604K 0.31%
1,075
-390
NBIX icon
107
Neurocrine Biosciences
NBIX
$16.1B
$604K 0.31%
4,585
+250
VXF icon
108
Vanguard Extended Market ETF
VXF
$30.3B
$601K 0.31%
2,922
+318
BLV icon
109
Vanguard Long-Term Bond ETF
BLV
$5.84B
$597K 0.31%
8,684
+942
CPAY icon
110
Corpay
CPAY
$23.3B
$589K 0.3%
2,024
+265
IQLT icon
111
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$582K 0.3%
12,581
+1,854
VYMI icon
112
Vanguard International High Dividend Yield ETF
VYMI
$19.7B
$578K 0.3%
+6,130
HGTY icon
113
Hagerty
HGTY
$1.1B
$577K 0.3%
54,765
-235
IWV icon
114
iShares Russell 3000 ETF
IWV
$19.3B
$562K 0.29%
1,515
+72
ELS icon
115
Equity Lifestyle Properties
ELS
$12.6B
$558K 0.29%
8,935
PICB icon
116
Invesco International Corporate Bond ETF
PICB
$354M
$544K 0.28%
+23,543
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$108B
$543K 0.28%
+4,368
TSM icon
118
TSMC
TSM
$2.2T
$535K 0.28%
1,584
-245
TIPX icon
119
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.89B
$527K 0.27%
+27,468
GIGB icon
120
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$963M
$510K 0.26%
11,145
+1,005
USFR icon
121
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
$508K 0.26%
+10,091
PEP icon
122
PepsiCo
PEP
$197B
$499K 0.26%
3,215
+631
BNDX icon
123
Vanguard Total International Bond ETF
BNDX
$82B
$498K 0.26%
10,359
+1,754
VEEV icon
124
Veeva Systems
VEEV
$25.9B
$484K 0.25%
2,758
-940
EUFN icon
125
iShares MSCI Europe Financials ETF
EUFN
$3.66B
$483K 0.25%
13,860
+1,550
3 4
5
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