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
$147M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.54M
3
+$1.52M
4
BNY
Bank of New York Mellon
BNY
+$1.38M
5
DVA icon
DaVita
DVA
+$1.32M

Top Sells

1
+$1.31M
2
+$1.2M
3
+$1.15M
4
EQT icon
EQT Corp
EQT
+$1.04M
5
VZ icon
Verizon
VZ
+$1.02M

Sector Composition

1 Industrials 15.3%
2 Financials 14.48%
3 Consumer Discretionary 12.56%
4 Technology 11.94%
5 Healthcare 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-2,920
777
– –
-2,295
778
– –
-9,960
779
– –
-4,600
780
– –
-4,431
781
– –
-3,725
782
– –
-1,118
783
$0 ﹤0.01%
1
784
– –
-3,926
785
– –
-6,800
786
– –
-1,519
787
– –
-23,386
788
– –
-263
789
– –
-300
790
– –
-883
791
– –
-264
792
– –
-401
28 29 30 31
32