1CP

17 Capital Partners Portfolio holdings

AUM $192M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.63M
3
+$1.33M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.27M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M

Top Sells

1
+$1.93M
2
+$1.49M
3
+$1.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
AMP icon
Ameriprise Financial
AMP
+$933K

Sector Composition

1 Communication Services 25.38%
2 Technology 18.01%
3 Financials 9.38%
4 Healthcare 5.77%
5 Materials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.26%
1,020
+20
102
$448K 0.26%
3,565
+650
103
$448K 0.26%
1,606
+258
104
$448K 0.26%
2,752
+420
105
$445K 0.26%
1,863
+324
106
$436K 0.25%
1,368
107
$436K 0.25%
1,228
108
$433K 0.25%
891
109
$430K 0.25%
2,229
+406
110
$412K 0.24%
1,818
+225
111
$407K 0.23%
1,475
+25
112
$404K 0.23%
711
-3,670
113
$389K 0.22%
12,310
+3,210
114
$383K 0.22%
4,805
-95
115
$359K 0.21%
7,755
-13,622
116
$347K 0.2%
4,819
-40
117
$337K 0.19%
+129
118
$334K 0.19%
2,528
+21
119
$332K 0.19%
1,132
120
$324K 0.19%
6,857
+1,590
121
$317K 0.18%
2,287
122
$309K 0.18%
6,403
+375
123
$295K 0.17%
804
124
$270K 0.16%
+1,330
125
$267K 0.15%
+1,222
3 4
5
6 7