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
$135M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.57M
3
+$1.43M
4
LOW icon
Lowe's Companies
LOW
+$1.37M
5
TTE icon
TotalEnergies
TTE
+$1.36M

Top Sells

1
+$3.04M
2
+$1.9M
3
+$1.59M
4
AMGN icon
Amgen
AMGN
+$1.17M
5
SYY icon
Sysco
SYY
+$838K

Sector Composition

1 Communication Services 19.72%
2 Technology 19.08%
3 Financials 10.18%
4 Healthcare 8.25%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 15.74%
43,809
-778
2
$4.31M 3.19%
10,239
3
$2.85M 2.11%
18,869
+714
4
$2.76M 2.04%
32,722
+10,379
5
$2.7M 2%
4,864
-65
6
$2.66M 1.97%
4,331
-90
7
$2.57M 1.9%
15,415
-311
8
$2.4M 1.77%
5,470
9
$2.1M 1.55%
4,162
10
$2M 1.48%
34,654
+250
11
$1.82M 1.34%
20,260
12
$1.81M 1.34%
12,163
13
$1.8M 1.33%
5,179
14
$1.78M 1.32%
+19,718
15
$1.77M 1.31%
10,483
16
$1.76M 1.3%
13,302
17
$1.74M 1.29%
9,656
+1,941
18
$1.73M 1.28%
6,076
-4,123
19
$1.65M 1.22%
12,732
20
$1.64M 1.22%
7,119
21
$1.6M 1.19%
6,163
22
$1.57M 1.16%
+11,971
23
$1.56M 1.15%
5,513
24
$1.55M 1.14%
13,004
25
$1.53M 1.13%
6,128
1
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