PTP

Platform Technology Partners Portfolio holdings

AUM $417M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.7M
3 +$1.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$721K
5
MDT icon
Medtronic
MDT
+$717K

Sector Composition

1 Technology 22.54%
2 Financials 14.51%
3 Healthcare 9.06%
4 Consumer Discretionary 9.04%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,400
227
-331,429