1CP
17 Capital Partners Portfolio holdings
AUM
$173M
This Quarter Return
+7.43%
1 Year Return
+22.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+9.4%)
Cap. Flow
+$4.39M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
138
New
10
Increased
57
Reduced
21
Closed
7
Top Buys
| 1 |
Verizon
VZ
|
$1.37M |
| 2 |
Microsoft
MSFT
|
$485K |
| 3 |
Netflix
NFLX
|
$457K |
| 4 |
Public Storage
PSA
|
$412K |
| 5 |
PepsiCo
PEP
|
$403K |
Top Sells
| 1 |
Autodesk
ADSK
|
$1.07M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$596K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$329K |
| 4 |
lululemon athletica
LULU
|
$324K |
| 5 |
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% |
