PTP
Platform Technology Partners Portfolio holdings
AUM
$417M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$417M
AUM Growth
+$34.3M
(+9%)
Holding
275
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.9M | |
| 3 | +$1.7M | |
| 4 |
EVSD
Eaton Vance Short Duration Income ETF
EVSD
|
+$1.53M |
| 5 |
Federated Hermes Total Return Bond ETF
FTRB
|
+$1.09M |
Top Sells
| 1 | +$2.26M | |
| 2 | +$1.06M | |
| 3 | +$725K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$673K |
| 5 |
Evolv Technologies
EVLV
|
+$600K |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 13.09% |
| 3 | Consumer Discretionary | 8.41% |
| 4 | Communication Services | 5.88% |
| 5 | Healthcare | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$356B
| $3.74M | 0.9% |
9,233
+288
|
|
||
27
Boeing
BA
$142B
| $3.41M | 0.82% |
15,819
+589
|
|
||
28
Costco
COST
$404B
| $3.35M | 0.8% |
3,623
-38
|
|
||
29
SPDR Gold Trust
GLD
$142B
| $3.22M | 0.77% |
9,066
+467
|
|
||
30
Vanguard High Dividend Yield ETF
VYM
$67.6B
| $3.08M | 0.74% |
21,855
-141
|
|
||
31
NextEra Energy
NEE
$176B
| $3.05M | 0.73% |
40,421
+1,979
|
|
||
32
Lam Research
LRCX
$194B
| $2.84M | 0.68% |
21,195
+16
|
|
||
33
Oracle
ORCL
$573B
| $2.82M | 0.68% |
10,041
-775
|
|
||
34
Chubb
CB
$116B
| $2.77M | 0.66% |
9,812
+606
|
|
||
35
Williams Companies
WMB
$75B
| $2.76M | 0.66% |
43,539
+2,602
|
|
||
36
Procter & Gamble
PG
$345B
| $2.72M | 0.65% |
17,734
+689
|
|
||
37
PepsiCo
PEP
$204B
| $2.67M | 0.64% |
19,031
+1,048
|
|
||
38
McDonald's
MCD
$216B
| $2.64M | 0.63% |
8,678
+449
|
|
||
39
Invesco QQQ Trust
QQQ
$404B
| $2.53M | 0.61% |
4,212
+397
|
|
||
40
Walmart
WMT
$889B
| $2.47M | 0.59% |
23,933
-498
|
|
||
41
Duke Energy
DUK
$93.9B
| $2.41M | 0.58% |
19,451
+1,331
|
|
||
42
Union Pacific
UNP
$137B
| $2.34M | 0.56% |
9,880
-510
|
|
||
43
AbbVie
ABBV
$398B
| $2.32M | 0.56% |
10,026
-241
|
|
||
44
Harbor Commodity All-Weather Strategy ETF
HGER
$1.39B
| $2.32M | 0.56% |
89,820
+16,299
|
|
||
45
iShares Bitcoin Trust
IBIT
$66.4B
| $2.31M | 0.55% |
35,482
+2,251
|
|
||
46
Medtronic
MDT
$132B
| $2.24M | 0.54% |
23,529
+1,695
|
|
||
47
Prologis
PLD
$120B
| $2.15M | 0.52% |
18,774
+16,647
|
|
||
48
TRI-Continental Corp
TY
$1.8B
| $2.14M | 0.51% |
63,022
|
|
||
49
Eli Lilly
LLY
$947B
| $2.14M | 0.51% |
2,801
+2
|
|
||
50
Amgen
AMGN
$182B
| $2.09M | 0.5% |
7,400
+597
|
|