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SEC

Seven Eight Capital Portfolio holdings

AUM $1.11B
1-Year Est. Return 29.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.33M
3
+$1.66M
4
BABA icon
Alibaba
BABA
+$1.46M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.39M

Top Sells

1
+$6.29M
2
+$6.26M
3
+$6.25M
4
VZ icon
Verizon
VZ
+$6.22M
5
WFC icon
Wells Fargo
WFC
+$5.82M

Sector Composition

1 Technology 18.17%
2 Healthcare 14.15%
3 Industrials 11.71%
4 Consumer Discretionary 11.29%
5 Consumer Staples 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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402
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403
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404
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405
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406
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-6,000
407
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408
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409
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410
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411
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416
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417
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425
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-1,100
15 16
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