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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
501
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-7,100
502
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503
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-18,700
504
– –
-26,500
505
– –
-25,300
506
– –
-26,100
507
– –
-14,900
508
– –
-13,400
509
– –
-33,400
510
– –
-54,100
511
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-39,200
512
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-5,500
513
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-12,780
514
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-38,200
515
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-17,400
516
– –
-115,800
517
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-12,400
518
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519
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520
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521
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522
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-21,800
523
– –
-9,700
524
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-16,700
525
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-779,600
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