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
$291M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$15.6M
3 +$10.1M
4
NVDA icon
NVIDIA
NVDA
+$7.61M
5
APO icon
Apollo Global Management
APO
+$7.43M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.34%
2 Financials 13.39%
3 Consumer Discretionary 8.37%
4 Healthcare 7.85%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$13.4K ﹤0.01%
+800
227
$10K ﹤0.01%
+1,239