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
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$8.99M
2 +$5.43M
3 +$4.77M
4
MSFT icon
Microsoft
MSFT
+$4.45M
5
META icon
Meta Platforms (Facebook)
META
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.31%
2 Technology 11.78%
3 Healthcare 11.31%
4 Financials 11.18%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$56K 0.04%
+16,860
177
$41K 0.03%
+13,649
178
$39K 0.03%
+480
179
$34K 0.03%
+10,000
180
$20K 0.02%
+10,000
181
$11K 0.01%
+11,123
182
$7K 0.01%
+167