7CM
7G Capital Management Portfolio holdings
AUM
$129M
1-Year Return
34.81%
This Quarter Return
+14.24%
1 Year Return
+34.81%
3 Year Return
+105.13%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$92.9M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$20.9M |
| 3 |
Bank of America
BAC
|
+$6.06M |
| 4 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.53T
| $92.9M | 73.46% |
+700,000
| New | +$92.9M |
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.06T
| $20.9M | 16.5% |
+60
| New | +$20.9M |
|
|
3
Bank of America
BAC
$366B
| $6.06M | 4.79% |
+200,000
| New | +$6.06M |
|
|
4
GoDaddy
GDDY
$20.5B
| $4.98M | 3.94% |
+60,000
| New | +$4.98M |
|
|
DISCA
5
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $1.66M | 1.31% |
+55,000
| New | +$1.66M |
|