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HH

H7 Holdings Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
-8.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow %
105.49%
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–

Top Buys

1
JD icon
JD.com
JD
+$83.4M
2
BABA icon
Alibaba
BABA
+$64.6M
3
NKSH icon
National Bankshares
NKSH
+$686K
4
BAC icon
Bank of America
BAC
+$253K
5
FCBC icon
First Community Bankshares
FCBC
+$229K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 99.24%
2 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JD icon
1
JD.com
JD
$39.5B
$81.4M 57.58%
+3,200,016
New +$83.4M
BABA icon
2
Alibaba
BABA
$282B
$58.9M 41.66%
+670,753
New +$64.6M
NKSH icon
3
National Bankshares
NKSH
$234M
$518K 0.37%
+18,170
New +$686K
BAC icon
4
Bank of America
BAC
$432B
$291K 0.21%
+13,153
New +$253K
FCBC icon
5
First Community Bankshares
FCBC
$835M
$259K 0.18%
+8,578
New +$229K

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