7CM

7G Capital Management Portfolio holdings

AUM $129M
1-Year Est. Return 34.81%
This Quarter Est. Return
1 Year Est. Return
+34.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$92.9M
2
+$20.9M
3
+$6.06M
4
GDDY icon
GoDaddy
GDDY
+$4.98M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 77.39%
2 Financials 21.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.9M 73.46%
+700,000
2
$20.9M 16.5%
+60
3
$6.06M 4.79%
+200,000
4
$4.98M 3.94%
+60,000
5
$1.66M 1.31%
+55,000