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
$44.5M
AUM Growth
+$120K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$634K
3
+$19.8K
4
DG icon
Dollar General
DG
+$10.6K
5
FANG icon
Diamondback Energy
FANG
+$9.73K

Top Sells

1
+$2.05M
2
+$204K
3
+$111K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$78.8K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$74.6K

Sector Composition

1 Technology 8.45%
2 Industrials 3.62%
3 Consumer Staples 3.06%
4 Healthcare 2.02%
5 Materials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8K 0.03%
115
52
$11.8K 0.03%
146
-6
53
$9.35K 0.02%
62
54
– –
-87,171
55
– –
-1,143
56
– –
-1,473
1 2
3