We are live on ! Find out more
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
$855M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$11.1M
4
DOCU
DocuSign
DOCU
+$10.9M
5
PODD icon
Insulet
PODD
+$10.8M

Top Sells

1
+$7.26M
2
+$6.86M
3
+$6.31M
4
FIS icon
Fidelity National Information Services
FIS
+$5.73M
5
ABBV icon
AbbVie
ABBV
+$4.95M

Sector Composition

1 Technology 20.41%
2 Consumer Discretionary 17.68%
3 Healthcare 16.13%
4 Industrials 12.13%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$80.8K 0.01%
10,398
-5,585
577
$80.6K 0.01%
+810
578
– –
-873
579
– –
-15,229
580
– –
-6,422
581
– –
-8,330
582
– –
-22,346
583
– –
-13,687
584
– –
-1,782
585
– –
-2,186
586
– –
-12,260
587
– –
-51,861
588
– –
-10,645
589
– –
-18,543
590
– –
-67,177
591
– –
-7,162
592
– –
-6,248
593
– –
-16,676
594
– –
-632
595
– –
-1,157
596
– –
-54,414
597
– –
-5,330
598
– –
-58,905
599
– –
-16,978
600
– –
-8,129
22 23
24
25 26