7CM
7G Capital Management Portfolio holdings
AUM
$129M
This Quarter Return
+11.39%
1 Year Return
+34.81%
3 Year Return
+105.13%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+15%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
GoDaddy
GDDY
|
$3.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 83.41% |
| 2 | Financials | 16.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $95.9M | 76.47% |
700,000
| – | – |
|
2
Berkshire Hathaway Class A
BRK.A
$1.09T
| $12.6M | 10.02% |
30
| – | – |
|
|
3
GoDaddy
GDDY
$20.5B
| $8.7M | 6.94% |
100,000
+40,000
| +67% | +$3.48M |
|
4
Bank of America
BAC
$376B
| $8.25M | 6.58% |
200,000
| – | – |
|