1CP

17 Capital Partners Portfolio holdings

AUM $184M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$485K
3
+$457K
4
PSA icon
Public Storage
PSA
+$412K
5
PEP icon
PepsiCo
PEP
+$403K

Top Sells

1
+$1.07M
2
+$596K
3
+$329K
4
LULU icon
lululemon athletica
LULU
+$324K
5
PEN icon
Penumbra
PEN
+$258K

Sector Composition

1 Communication Services 21.78%
2 Technology 17.21%
3 Financials 9.69%
4 Healthcare 7.03%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.27%
1,271
+117
102
$414K 0.27%
9,272
+454
103
$412K 0.27%
+1,132
104
$406K 0.26%
10,866
+656
105
$405K 0.26%
881
106
$403K 0.26%
+2,370
107
$381K 0.25%
1,344
+279
108
$378K 0.25%
4,439
+1,065
109
$377K 0.25%
5,618
-1,462
110
$371K 0.24%
1,368
111
$369K 0.24%
7,468
+1,583
112
$364K 0.24%
720
-38
113
$342K 0.22%
1,628
-20
114
$316K 0.21%
1,370
+342
115
$314K 0.2%
775
116
$285K 0.19%
1,038
-225
117
$280K 0.18%
4,900
118
$277K 0.18%
1,128
+358
119
$266K 0.17%
+1,462
120
$262K 0.17%
1,510
+27
121
$245K 0.16%
2,092
122
$240K 0.16%
7,415
123
$226K 0.15%
+614
124
$226K 0.15%
5,210
125
$221K 0.14%
3,918
2 3 4
5
6