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
$135M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.57M
3 +$1.43M
4
LOW icon
Lowe's Companies
LOW
+$1.37M
5
TTE icon
TotalEnergies
TTE
+$1.36M

Top Sells

1 +$3.04M
2 +$1.9M
3 +$1.59M
4
AMGN icon
Amgen
AMGN
+$1.17M
5
SYY icon
Sysco
SYY
+$838K

Sector Composition

1 Communication Services 19.72%
2 Technology 19.08%
3 Financials 10.18%
4 Healthcare 8.25%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,014
127
-11,915
128
-2,129
129
-3,023
130
-11,453