1CP
17 Capital Partners Portfolio holdings
AUM
$173M
This Quarter Return
+1.89%
1 Year Return
+22.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+4%)
Cap. Flow
+$6.04M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
138
New
14
Increased
57
Reduced
39
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.47M |
| 2 |
American International
AIG
|
$1.25M |
| 3 |
American Water Works
AWK
|
$1.14M |
| 4 |
Sherwin-Williams
SHW
|
$1.03M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$955K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.11M |
| 2 |
Crown Castle
CCI
|
$812K |
| 3 |
Vanguard Total Bond Market
BND
|
$436K |
| 4 |
Martin Marietta Materials
MLM
|
$401K |
| 5 |
Xenon Pharmaceuticals
XENE
|
$392K |
Sector Composition
| 1 | Communication Services | 20.21% |
| 2 | Technology | 18.68% |
| 3 | Financials | 9.82% |
| 4 | Healthcare | 7.67% |
| 5 | Industrials | 6.4% |
