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
$50.7M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.13M
3
+$1.03M
4
IAU icon
iShares Gold Trust
IAU
+$979K
5
SLV icon
iShares Silver Trust
SLV
+$969K

Top Sells

1
+$355K
2
+$339K
3
+$324K
4
FIZZ icon
National Beverage
FIZZ
+$321K
5
HVT icon
Haverty Furniture Companies
HVT
+$308K

Sector Composition

1 Technology 12.99%
2 Healthcare 3.07%
3 Materials 2.87%
4 Industrials 2.66%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$483K 0.95%
2,593
+275
27
$471K 0.93%
11,291
+1,065
28
$471K 0.93%
6,550
-430
29
$462K 0.91%
984
+120
30
$443K 0.87%
1,379
-131
31
$425K 0.84%
4,549
+1,369
32
$421K 0.83%
2,036
+289
33
$409K 0.81%
2,236
+218
34
$409K 0.81%
1,546
-56
35
$407K 0.8%
+5,413
36
$403K 0.8%
621
+18
37
$391K 0.77%
1,274
+298
38
$378K 0.75%
+2,434
39
$367K 0.72%
4,450
+2,082
40
$356K 0.7%
1,012
-377
41
$346K 0.68%
2,416
+408
42
$345K 0.68%
2,622
-822
43
$337K 0.67%
1,321
+332
44
$310K 0.61%
1,514
+173
45
$240K 0.47%
1,573
+117
46
$64K 0.13%
606
+201
47
$30K 0.06%
162
+85
48
$18K 0.04%
115
49
$11K 0.02%
74
50
$2K ﹤0.01%
+18
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2
3