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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
SHV icon
176
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
-2,603
TEAM icon
177
Atlassian
TEAM
$22.5B
-1,335
TYL icon
178
Tyler Technologies
TYL
$12.3B
-1,548
WDAY icon
179
Workday
WDAY
$32.3B
-3,964
XLU icon
180
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
-30,970