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
626
– –
-59,330
627
– –
-35,196
628
– –
-17,982
629
– –
-2,008
630
– –
-22,329
631
– –
-44,909
632
– –
-145,640
633
– –
-18,385
634
– –
-3,292
635
– –
-3,257
636
– –
-61,360
637
– –
-2,815
638
– –
-3,670
639
– –
-5,146
640
– –
-9,540
641
– –
-5,216
642
– –
-4,541
643
– –
-49,608
644
– –
-17,017
645
– –
-14,626
646
– –
-19,014
647
– –
-6,778
648
– –
-7,865
649
– –
-34,636
650
– –
-3,113
24 25
26
27 28