7AM

7x7 Asset Management Portfolio holdings

AUM $93.5M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$4.53M
3 +$4.45M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.4M
5
EMC
EMC CORPORATION
EMC
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 60.62%
2 Communication Services 9.86%
3 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LSI
1
DELISTED
LSI CORPORATION
LSI
$5.96M 3.11%
+835,000
CTXS
2
DELISTED
Citrix Systems Inc
CTXS
$4.53M 2.36%
+94,185
MXIM
3
DELISTED
Maxim Integrated Products
MXIM
$4.45M 2.32%
+160,000
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.35T
$4.4M 2.3%
+200,750
EMC
5
DELISTED
EMC CORPORATION
EMC
$4.37M 2.28%
+185,000
QCOM icon
6
Qualcomm
QCOM
$183B
$4.28M 2.23%
+70,000
BRCM
7
DELISTED
BROADCOM CORP CL-A
BRCM
$4.22M 2.21%
+125,000
MPWR icon
8
Monolithic Power Systems
MPWR
$43.6B
$4.22M 2.2%
+175,000
RVBD
9
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
$4.01M 2.09%
+257,443
META icon
10
Meta Platforms (Facebook)
META
$1.52T
$3.73M 1.95%
+150,000
EZCH
11
DELISTED
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
$3.73M 1.95%
+138,107
VMW
12
DELISTED
VMware, Inc
VMW
$3.68M 1.92%
+55,000
SYNA icon
13
Synaptics
SYNA
$2.47B
$3.36M 1.76%
+87,200
EXPE icon
14
Expedia Group
EXPE
$32B
$3.31M 1.73%
+55,000
CSCO icon
15
Cisco
CSCO
$280B
$3.29M 1.72%
+135,000
JNPR
16
DELISTED
Juniper Networks
JNPR
$3.19M 1.66%
+165,000
SWKS icon
17
Skyworks Solutions
SWKS
$10.2B
$3.06M 1.6%
+140,000
TIBX
18
DELISTED
TIBCO SOFTWARE INC
TIBX
$2.57M 1.34%
+120,000
JIVE
19
DELISTED
Jive Software, Inc.
JIVE
$2.54M 1.33%
+139,900
AMAT icon
20
Applied Materials
AMAT
$180B
$2.24M 1.17%
+150,000
IDTI
21
DELISTED
Integrated Device Technology I
IDTI
$2.06M 1.08%
+260,000
ISIL
22
DELISTED
Intersil Corp
ISIL
$1.52M 0.79%
+195,000
WDAY icon
23
Workday
WDAY
$59.5B
$961K 0.5%
+15,000
TER icon
24
Teradyne
TER
$27.9B
$827K 0.43%
+47,044
ONTO icon
25
Onto Innovation
ONTO
$6.43B
$807K 0.42%
+55,000