1CP
17 Capital Partners Portfolio holdings
AUM
$173M
1-Year Est. Return
22.89%
1 Year Est. Return
+22.89%
AUM
$173M
AUM Growth
+$17.5M
(+11%)
Holding
157
Top Buys
| 1 | +$2.75M | |
| 2 | +$1.84M | |
| 3 | +$1.33M | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$1.3M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.26M |
Top Sells
| 1 | +$2.08M | |
| 2 | +$1.49M | |
| 3 | +$1.27M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.08M |
| 5 |
Ameriprise Financial
AMP
|
+$1.01M |
Sector Composition
| 1 | Communication Services | 25.38% |
| 2 | Technology | 18.01% |
| 3 | Financials | 9.38% |
| 4 | Healthcare | 5.77% |
| 5 | Materials | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
TotalEnergies
TTE
$134B
| – | – |
-10,335
|
|
||
152
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-14,716
|
|
||
153
Vanguard Mid-Cap ETF
VO
$89.2B
| – | – |
-4,908
|
|
||
154
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
| – | – |
-10,643
|
|
||
155
Real Estate Select Sector SPDR Fund
XLRE
$7.95B
| – | – |
-12,747
|
|
||
156
Xylem
XYL
$36.1B
| – | – |
-12,492
|
|
||
157
Invesco International Corporate Bond ETF
PICB
$197M
| – | – |
-33,544
|
|