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
$183M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.4M
3
+$786K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$697K
5
MSFT icon
Microsoft
MSFT
+$602K

Top Sells

1
+$396K
2
+$394K
3
+$344K
4
SRCL
Stericycle Inc
SRCL
+$325K
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$318K

Sector Composition

1 Technology 20.44%
2 Financials 12.38%
3 Healthcare 11.26%
4 Consumer Discretionary 9.05%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
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