PTP

Platform Technology Partners Portfolio holdings

AUM $470M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.3M
3 +$782K
4
DUK icon
Duke Energy
DUK
+$690K
5
AAPL icon
Apple
AAPL
+$676K

Top Sells

1 +$801K
2 +$523K
3 +$489K
4
DIS icon
Walt Disney
DIS
+$482K
5
SO icon
Southern Company
SO
+$340K

Sector Composition

1 Technology 22.25%
2 Financials 14.09%
3 Healthcare 9.51%
4 Consumer Discretionary 9.39%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-133,615
227
-10,702