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7CM

7G Capital Management Portfolio holdings

AUM $168M
1-Year Est. Return 45.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$8.26M
3
+$7.1M
4
CROX icon
Crocs
CROX
+$3.55M

Top Sells

1
+$5.55M
2
+$4.41M
3
+$1.74M

Sector Composition

1 Technology 42.63%
2 Communication Services 28.27%
3 Financials 21.51%
4 Consumer Discretionary 6.36%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.44T
$47.4M 28.27%
165,000
TSM icon
2
TSMC
TSM
$2.37T
$37.2M 22.15%
110,000
AAPL icon
3
Apple
AAPL
$4.61T
$25.4M 15.12%
100,000
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.09T
$21.5M 12.84%
30
UBER icon
5
Uber
UBER
$149B
$8.99M 5.36%
125,000
+112,000
PGR icon
6
Progressive
PGR
$133B
$7.93M 4.73%
+40,000
MELI icon
7
Mercado Libre
MELI
$91.1B
$7.23M 4.31%
4,180
+3,680
WRB icon
8
W.R. Berkley
WRB
$26.4B
$6.63M 3.95%
100,000
CROX icon
9
Crocs
CROX
$6.1B
$3.45M 2.05%
+41,500
FOUR icon
10
Shift4
FOUR
$4.04B
– –
-70,000
MOH icon
11
Molina Healthcare
MOH
$11.9B
– –
-10,000
PYPL icon
12
PayPal
PYPL
$39.5B
– –
-95,000
QQQ icon
13
Invesco QQQ Trust
QQQ
$479B
– –
0