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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
HSY icon
151
Hershey
HSY
$36.8B
$301K 0.16%
+1,450
SPOT icon
152
Spotify
SPOT
$99.1B
$298K 0.15%
614
BAC icon
153
Bank of America
BAC
$398B
$290K 0.15%
5,955
-825
AZN icon
154
AstraZeneca
AZN
$277B
$281K 0.15%
1,427
-1,124
JEPI icon
155
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$280K 0.14%
4,937
+469
ABBV icon
156
AbbVie
ABBV
$402B
$278K 0.14%
1,276
+227
ORCL icon
157
Oracle
ORCL
$530B
$273K 0.14%
1,857
+150
MPWR icon
158
Monolithic Power Systems
MPWR
$77.5B
$272K 0.14%
249
+25
EWJ icon
159
iShares MSCI Japan ETF
EWJ
$21.8B
$247K 0.13%
2,925
+375
HD icon
160
Home Depot
HD
$327B
$242K 0.13%
736
+35
HEDJ icon
161
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.86B
$231K 0.12%
4,425
+550
WMT icon
162
Walmart Inc
WMT
$963B
$220K 0.11%
+1,772
BUD icon
163
AB InBev
BUD
$160B
$219K 0.11%
+3,150
COST icon
164
Costco
COST
$436B
$214K 0.11%
+215
CAT icon
165
Caterpillar
CAT
$419B
$213K 0.11%
+300
VXUS icon
166
Vanguard Total International Stock ETF
VXUS
$153B
$208K 0.11%
+2,697
DE icon
167
Deere & Co
DE
$156B
$204K 0.11%
+363
SCHD icon
168
Schwab US Dividend Equity ETF
SCHD
$96.5B
$204K 0.11%
6,653
-35,585
NOK icon
169
Nokia
NOK
$82.6B
$154K 0.08%
19,165
+3,225
BDN
170
Brandywine Realty Trust
BDN
$563M
$46.2K 0.02%
17,050
-839
BNY
171
Bank of New York Mellon
BNY
$98.8B
– –
-1,807
CRM icon
172
Salesforce
CRM
$136B
– –
-2,053
CTRA
173
DELISTED
Coterra Energy
CTRA
– –
-41,999
MELI icon
174
Mercado Libre
MELI
$80.6B
– –
-102
PEN icon
175
Penumbra
PEN
$12.5B
– –
-1,832
4 5 6
7
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