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
$135M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.57M
3
+$1.43M
4
LOW icon
Lowe's Companies
LOW
+$1.37M
5
TTE icon
TotalEnergies
TTE
+$1.36M

Top Sells

1
+$3.04M
2
+$1.9M
3
+$1.59M
4
AMGN icon
Amgen
AMGN
+$1.17M
5
SYY icon
Sysco
SYY
+$838K

Sector Composition

1 Communication Services 19.72%
2 Technology 19.08%
3 Financials 10.18%
4 Healthcare 8.25%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.24%
1,400
102
$313K 0.23%
515
103
$305K 0.23%
+2,300
104
$288K 0.21%
393
+6
105
$286K 0.21%
1,281
106
$279K 0.21%
780
107
$272K 0.2%
+1,493
108
$268K 0.2%
7,730
-270
109
$260K 0.19%
+4,927
110
$258K 0.19%
672
111
$239K 0.18%
2,092
112
$238K 0.18%
+2,289
113
$235K 0.17%
4,900
-1,700
114
$230K 0.17%
3,966
-750
115
$229K 0.17%
+5,944
116
$225K 0.17%
+2,696
117
$224K 0.17%
+860
118
$207K 0.15%
+2,900
119
$205K 0.15%
+5,210
120
$205K 0.15%
+2,440
121
$204K 0.15%
135
122
$202K 0.15%
+1,483
123
$48.8K 0.04%
25,000
124
$27.3K 0.02%
14,081
125
– –
-2,669
2 3 4
5
6