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
$46.4M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.23M
3
+$596K
4
GD icon
General Dynamics
GD
+$365K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$362K

Top Sells

1
+$3.75M
2
+$2.54M
3
+$851K
4
CAT icon
Caterpillar
CAT
+$310K
5
CRWD icon
CrowdStrike
CRWD
+$266K

Sector Composition

1 Technology 8.12%
2 Industrials 3.75%
3 Healthcare 2.19%
4 Consumer Staples 2.13%
5 Materials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$361K 0.78%
9,867
+732
27
$352K 0.76%
991
-273
28
$348K 0.75%
3,391
-176
29
$336K 0.72%
23,000
+2,270
30
$335K 0.72%
1,224
+25
31
$334K 0.72%
+2,956
32
$327K 0.71%
856
-2,224
33
$326K 0.7%
6,676
+39
34
$323K 0.7%
24,732
+1,905
35
$321K 0.69%
14,867
+23
36
$317K 0.68%
+1,811
37
$313K 0.67%
1,219
+13
38
$312K 0.67%
2,566
+69
39
$311K 0.67%
6,876
+2,680
40
$305K 0.66%
+4,637
41
$290K 0.62%
1,094
+4
42
$287K 0.62%
4,578
+303
43
$275K 0.59%
+7,916
44
$273K 0.59%
703
+52
45
$268K 0.58%
+2,666
46
$268K 0.58%
1,140
+105
47
$259K 0.56%
1,604
+73
48
$247K 0.53%
8,713
+315
49
$242K 0.52%
3,314
+296
50
$232K 0.5%
+424
1
2
3