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
$156M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.08M
3
+$775K
4
NFLX icon
Netflix
NFLX
+$754K
5
TTE icon
TotalEnergies
TTE
+$669K

Top Sells

1
+$1.35M
2
+$1M
3
+$799K
4
AWK icon
American Water Works
AWK
+$581K
5
XEL icon
Xcel Energy
XEL
+$570K

Sector Composition

1 Communication Services 22.56%
2 Technology 16.56%
3 Financials 10.8%
4 Healthcare 6%
5 Materials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELS icon
101
Equity Lifestyle Properties
ELS
$12B
$464K 0.3%
6,963
-6,408
INTU icon
102
Intuit
INTU
$182B
$463K 0.3%
754
+15
FBCG icon
103
Fidelity Blue Chip Growth ETF
FBCG
$5.11B
$461K 0.3%
11,546
+526
FNGS icon
104
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$542M
$461K 0.3%
9,258
+1,010
VTI icon
105
Vanguard Total Stock Market ETF
VTI
$556B
$431K 0.28%
1,570
+143
V icon
106
Visa
V
$647B
$430K 0.28%
1,228
-35
STZ icon
107
Constellation Brands
STZ
$22.5B
$428K 0.27%
2,332
-1,993
IWV icon
108
iShares Russell 3000 ETF
IWV
$17.5B
$425K 0.27%
1,337
+62
VEEV icon
109
Veeva Systems
VEEV
$48.5B
$418K 0.27%
1,803
+20
UBER icon
110
Uber
UBER
$195B
$411K 0.26%
+5,641
AMD icon
111
Advanced Micro Devices
AMD
$399B
$390K 0.25%
+3,792
GLOB icon
112
Globant
GLOB
$2.77B
$377K 0.24%
3,205
-30
PEP icon
113
PepsiCo
PEP
$195B
$375K 0.24%
2,507
+139
AXP icon
114
American Express
AXP
$255B
$368K 0.24%
1,368
PSA icon
115
Public Storage
PSA
$47.7B
$339K 0.22%
1,132
UAL icon
116
United Airlines
UAL
$31.4B
$338K 0.22%
4,900
SPOT icon
117
Spotify
SPOT
$128B
$338K 0.22%
614
CSGP icon
118
CoStar Group
CSGP
$28.5B
$327K 0.21%
+4,133
NBIX icon
119
Neurocrine Biosciences
NBIX
$15B
$322K 0.21%
2,915
+1,205
VXF icon
120
Vanguard Extended Market ETF
VXF
$24.6B
$314K 0.2%
1,823
+187
HD icon
121
Home Depot
HD
$367B
$295K 0.19%
804
+15
SOXX icon
122
iShares Semiconductor ETF
SOXX
$16.5B
$290K 0.19%
1,539
+32
SMH icon
123
VanEck Semiconductor ETF
SMH
$36.5B
$285K 0.18%
1,348
+27
IWP icon
124
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$269K 0.17%
2,287
+195
TTD icon
125
Trade Desk
TTD
$20.9B
$266K 0.17%
4,859
+50
2 3 4
5
6