PTP

Platform Technology Partners Portfolio holdings

AUM $470M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
+$3.33M
2
+$2.53M
3
+$926K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$724K
5
MSFT icon
Microsoft
MSFT
+$636K

Top Sells

1
+$396K
2
+$394K
3
+$381K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$329K
5
SRCL
Stericycle Inc
SRCL
+$325K

Sector Composition

1 Technology 20.44%
2 Financials 12.38%
3 Healthcare 11.29%
4 Consumer Discretionary 9.05%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
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