7CM
7G Capital Management Portfolio holdings
AUM
$129M
This Quarter Return
+1.16%
1 Year Return
+34.81%
3 Year Return
+105.13%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+3%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
GoDaddy
GDDY
|
$2.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 83.86% |
| 2 | Financials | 16.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $99.1M | 76.73% |
700,000
| – | – |
|
2
Berkshire Hathaway Class A
BRK.A
$1.09T
| $12.3M | 9.56% |
30
| – | – |
|
|
3
GoDaddy
GDDY
$20.5B
| $9.21M | 7.13% |
132,100
+32,100
| +32% | +$2.24M |
|
4
Bank of America
BAC
$376B
| $8.49M | 6.58% |
200,000
| – | – |
|