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
$48.3M
AUM Growth
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$346K
2 +$240K
3 +$77.6K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.1K
5
NVDA icon
NVIDIA
NVDA
+$9.83K

Sector Composition

1 Technology 11.93%
2 Materials 3.78%
3 Industrials 2.82%
4 Financials 2.25%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,416
52
-22