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
751
– –
-16,959
752
– –
-7,220
753
– –
-4,235
754
– –
-29,612
755
– –
-5,783
756
– –
-2,288
757
– –
-3,642
758
– –
-17,481
759
– –
-30,160
760
– –
-19,988
761
– –
-27,377
762
– –
-113,670
763
– –
-23,275
764
– –
-4,293
765
– –
-2,510
766
– –
-32,097
767
– –
-34,369
768
– –
-20,117
769
– –
-27,092
770
– –
-4,015
771
– –
-4,228
772
– –
-16,735
773
– –
-1,717
774
– –
-4,878
775
– –
-23,157
28 29 30
31
32