SEC

Seven Eight Capital Portfolio holdings

AUM $1.11B
1-Year Est. Return 29.51%
This Quarter Est. Return
1 Year Est. Return
+29.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.3M
3
+$1.29M
4
ABT icon
Abbott
ABT
+$1.29M
5
UHS icon
Universal Health Services
UHS
+$1.26M

Top Sells

1
+$1.17M
2
+$1.06M
3
+$1.05M
4
MPC icon
Marathon Petroleum
MPC
+$1.05M
5
PNR icon
Pentair
PNR
+$1.05M

Sector Composition

1 Consumer Discretionary 15.22%
2 Financials 13.03%
3 Industrials 12.22%
4 Technology 12.14%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33.6K 0.03%
+800
427
$33.5K 0.03%
+899
428
$32.4K 0.02%
800
-3,200
429
$30.2K 0.02%
302
-2,000
430
$29.8K 0.02%
+2,400
431
$28.1K 0.02%
1,410
+1,010
432
$27.7K 0.02%
400
-4,400
433
$27.6K 0.02%
+619
434
$26.8K 0.02%
+750
435
$26.3K 0.02%
330
-3,400
436
$25.8K 0.02%
+1,000
437
$24.4K 0.02%
+900
438
$24.3K 0.02%
2,400
-39,700
439
$23.9K 0.02%
+200
440
$23.7K 0.02%
+400
441
$23.6K 0.02%
+300
442
$23.6K 0.02%
200
-1,700
443
$23.5K 0.02%
+300
444
$22.5K 0.02%
1,310
+1,300
445
$22.5K 0.02%
+500
446
$21.8K 0.02%
+500
447
$21.8K 0.02%
+225
448
$21.2K 0.02%
+3,800
449
$20.4K 0.02%
+800
450
$19.8K 0.02%
200
-400
16 17
18
19 20