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
$154M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$485K
3
+$457K
4
PSA icon
Public Storage
PSA
+$412K
5
PEP icon
PepsiCo
PEP
+$403K

Top Sells

1
+$1.07M
2
+$596K
3
+$329K
4
LULU icon
lululemon athletica
LULU
+$324K
5
PEN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.14%
+4,793
127
$216K 0.14%
+1,250
128
$212K 0.14%
+1,072
129
$201K 0.13%
+2,277
130
$72.1K 0.05%
+13,249
131
$30.4K 0.02%
14,081
132
– –
-200
133
– –
-6,770
134
– –
-11,318
135
– –
-1,085
136
– –
-1,431
137
– –
-9,654
138
– –
-12,058
2 3 4 5
6