PTP
Platform Technology Partners Portfolio holdings
AUM
$383M
This Quarter Return
+10.38%
1 Year Return
+19.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(+20%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
227
New
20
Increased
83
Reduced
73
Closed
23
Top Buys
| 1 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$1.96M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.7M |
| 3 |
NextEra Energy, Inc.
NEE
|
$1.01M |
| 4 |
Vanguard Growth ETF
VUG
|
$721K |
| 5 |
Medtronic
MDT
|
$717K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$719K |
| 2 |
Apple
AAPL
|
$692K |
| 3 |
UnitedHealth
UNH
|
$650K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$636K |
| 5 |
Federated Hermes US Strategic Dividend ETF
FDV
|
$524K |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Financials | 14.51% |
| 3 | Healthcare | 9.06% |
| 4 | Consumer Discretionary | 9.04% |
| 5 | Industrials | 5.97% |
