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Home > Institutional Investor > Sevenoneseven Capital Management > Profile

Instuitional Investor - Sevenoneseven Capital Management

Fund Profile
Filing Period:
Fund Name: Sevenoneseven Capital Management
Portfolio Value $2,170,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 818 $370,244 17.05%
2.
Pimco Etf Trust
 2,634 $252,680 11.64%
3.
Schwab Strategic Trust
 FNDF 5,433 $248,995 11.47%
4.
Invesco Exchange Traded Fd T
 2,445 $237,337 10.93%
5.
Schwab Strategic Trust
 FNDF 3,011 $229,981 10.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)