7IH

72 Investment Holdings Portfolio holdings

AUM $38.3M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$688M
2 +$54.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 92.67%
2 Healthcare 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$688M 92.67%
+29,203,752
2
$54.4M 7.33%
+65,933