SCM

SevenOneSeven Capital Management Portfolio holdings

AUM $2.17M
1-Year Est. Return 8.67%
This Quarter Est. Return
1 Year Est. Return
+8.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.91M
3
+$1.58M
4
IAU icon
iShares Gold Trust
IAU
+$928K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K

Top Sells

1
+$313K
2
+$304K
3
+$301K
4
DPZ icon
Domino's
DPZ
+$244K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.77K

Sector Composition

1 Technology 15.65%
2 Healthcare 5.23%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.23%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$294K 1.08%
+1,662
27
$293K 1.08%
+1,444
28
$293K 1.08%
848
+16
29
$289K 1.07%
+8,394
30
$288K 1.06%
+965
31
$287K 1.06%
+5,998
32
$279K 1.03%
+1,376
33
$270K 1%
+8,212
34
$268K 0.99%
+1,469
35
$253K 0.93%
505
+31
36
$248K 0.91%
507
+37
37
$238K 0.88%
+6,107
38
$237K 0.87%
+1,771
39
$222K 0.82%
+2,416
40
$219K 0.81%
+24,045
41
$218K 0.8%
+1,847
42
$213K 0.78%
+755
43
$212K 0.78%
+1,092
44
$209K 0.77%
+799
45
$204K 0.75%
+1,257
46
$202K 0.74%
+10,866
47
$92K 0.34%
3,537
+1,734
48
$63K 0.23%
755
49
$60K 0.22%
1,849
+642
50
$39K 0.14%
+405
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