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1CP

17 Capital Partners Portfolio holdings

AUM $193M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.61M
3
+$1.35M
4
CVX icon
Chevron
CVX
+$1.27M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.11M

Top Sells

1
+$1.99M
2
+$1.32M
3
+$1.22M
4
CTRA
Coterra Energy
CTRA
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Sector Composition

1 Communication Services 19.4%
2 Technology 14.4%
3 Financials 8.01%
4 Healthcare 5.44%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXON icon
126
Axon Enterprise
AXON
$35.6B
$460K 0.24%
1,082
-10
VRTX icon
127
Vertex Pharmaceuticals
VRTX
$113B
$453K 0.23%
1,015
+25
LQD icon
128
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$453K 0.23%
4,154
+754
EEM icon
129
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$444K 0.23%
7,815
+1,620
XLRE icon
130
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.12B
$438K 0.23%
+10,738
INTU icon
131
Intuit
INTU
$75.7B
$412K 0.21%
952
+10
BRK.B icon
132
Berkshire Hathaway Class B
BRK.B
$1.06T
$408K 0.21%
852
+11
AXP icon
133
American Express
AXP
$222B
$406K 0.21%
1,343
XLE icon
134
State Street Energy Select Sector SPDR ETF
XLE
$39B
$383K 0.2%
+6,252
WMS icon
135
Advanced Drainage Systems
WMS
$10.3B
$377K 0.2%
+2,750
FXF icon
136
Invesco CurrencyShares Swiss Franc Trust
FXF
$471M
$374K 0.19%
3,387
+484
DHS icon
137
WisdomTree US High Dividend Fund
DHS
$1.51B
$373K 0.19%
3,416
+260
CEW
138
WisdomTree Emerging Currency Strategy Fund
CEW
$15.6M
$373K 0.19%
19,644
+2,883
EMB icon
139
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$355K 0.18%
3,778
+268
KNGZ icon
140
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$64.2M
$346K 0.18%
9,601
+765
ABNB icon
141
Airbnb
ABNB
$78.5B
$344K 0.18%
+2,726
ASML icon
142
ASML
ASML
$718B
$339K 0.18%
257
+31
CII icon
143
BlackRock Enhanced Captial and Income Fund
CII
$1B
$337K 0.17%
16,023
+2,232
V icon
144
Visa
V
$613B
$332K 0.17%
1,097
-160
UAL icon
145
United Airlines
UAL
$37.5B
$331K 0.17%
3,600
HYG icon
146
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$327K 0.17%
4,105
+324
SHEL icon
147
Shell
SHEL
$237B
$324K 0.17%
3,486
-3,400
ICVT icon
148
iShares Convertible Bond ETF
ICVT
$7.06B
$324K 0.17%
3,184
+254
VCIT icon
149
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$319K 0.16%
3,849
+596
PSA icon
150
Public Storage
PSA
$57.2B
$312K 0.16%
1,152
+30
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