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
51
$2K ﹤0.01%
+11
52
$1K ﹤0.01%
+22
53
– –
-6,114
54
– –
-9,132
55
– –
-521
56
– –
-4,321
57
– –
-1,097
58
– –
-2,444
59
– –
-3,239
1 2
3