1CP
17 Capital Partners Portfolio holdings
AUM
$173M
1-Year Return
22.89%
This Quarter Return
-2.22%
1 Year Return
+22.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
-$2.12M
(-1.3%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
32.39%
Holding
145
New
11
Increased
70
Reduced
22
Closed
9
Top Buys
| 1 |
Air Products & Chemicals
APD
|
+$1.23M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.08M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$775K |
| 4 |
Netflix
NFLX
|
+$754K |
| 5 |
TotalEnergies
TTE
|
+$669K |
Top Sells
| 1 |
Honeywell
HON
|
+$1.35M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$799K |
| 4 |
American Water Works
AWK
|
+$581K |
| 5 |
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% |
