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
$212M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$994K
2
+$686K
3
+$416K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$413K
5
EXAS icon
Exact Sciences
EXAS
+$252K

Top Sells

1
+$2.16M
2
+$2.09M
3
+$689K
4
WULF icon
TeraWulf
WULF
+$318K
5
MSFT icon
Microsoft
MSFT
+$295K

Sector Composition

1 Technology 23.3%
2 Financials 12.33%
3 Consumer Discretionary 9.6%
4 Healthcare 9.27%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.57%
5,428
+113
52
$1.21M 0.57%
3,283
-32
53
$1.2M 0.56%
8,838
-98
54
$1.2M 0.56%
26,239
+2,888
55
$1.16M 0.55%
39,781
56
$1.15M 0.54%
4,557
+154
57
$1.15M 0.54%
13,550
+51
58
$1.15M 0.54%
5,071
59
$1.14M 0.53%
7,964
+46
60
$1.12M 0.53%
12,536
+366
61
$1.11M 0.52%
10,342
+45
62
$1.11M 0.52%
2,801
-47
63
$1.1M 0.52%
10,195
+181
64
$1.08M 0.51%
16,996
65
$1.05M 0.49%
11,993
+391
66
$1M 0.47%
18,067
+1,157
67
$999K 0.47%
8,712
68
$984K 0.46%
28,108
+624
69
$960K 0.45%
5,350
+1,161
70
$917K 0.43%
2,088
+45
71
$886K 0.42%
11,751
+219
72
$878K 0.41%
9,283
+118
73
$801K 0.38%
5,922
+175
74
$766K 0.36%
59,118
-257
75
$765K 0.36%
3,461
+14
1 2
3
4 5