7CM

7G Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 48.1%
This Quarter Est. Return
1 Year Est. Return
+48.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$234K

Top Sells

1
+$1.91M

Sector Composition

1 Technology 47.45%
2 Communication Services 25.75%
3 Financials 20.74%
4 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.71T
$40.1M 25.71%
165,000
TSM icon
2
TSMC
TSM
$1.5T
$30.7M 19.69%
110,000
AAPL icon
3
Apple
AAPL
$4.04T
$25.5M 16.32%
100,000
-7,500
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.07T
$22.6M 14.5%
30
NVDA icon
5
NVIDIA
NVDA
$4.4T
$17.7M 11.36%
95,000
WRB icon
6
W.R. Berkley
WRB
$26.4B
$7.66M 4.91%
100,000
PYPL icon
7
PayPal
PYPL
$56B
$2.01M 1.29%
+30,000
MELI icon
8
Mercado Libre
MELI
$101B
$234K 0.15%
+100