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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$13M
3 +$11M
4
AMZN icon
Amazon
AMZN
+$6.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.99%
2 Financials 12.71%
3 Healthcare 10.14%
4 Consumer Discretionary 9.46%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$55K 0.02%
+21,630
252
$52K 0.02%
+1,000
253
$49K 0.02%
+10,489
254
$48K 0.02%
+800
255
$46K 0.02%
+1,733
256
$43K 0.02%
+1,429
257
$29K 0.01%
+740
258
$27K 0.01%
+120
259
$23K 0.01%
+10,000
260
$15K 0.01%
+867
261
$12K ﹤0.01%
+1,295
262
$2K ﹤0.01%
+21,350