SevenOneSeven Capital Management

All Holdings — 2023 Q4

AI Portfolio Summary
In 2023 Q4, SevenOneSeven Capital Management maintained a portfolio of 56 distinct positions. The most significant new addition to the portfolio was INVESCO EXCHANGE TRA, which now represents 10.94% of the total fund value. Conversely, SevenOneSeven Capital Management completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
56
Quarter
2023 Q4
Top Holding
VOO (17.1%)
Top 10 Concentration
98.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 56
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 17.06% 9.98% #1
Prev: #1
7.1 -9,807 -92.3%
P
S
818 $370,244 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
CORP
PIMCO ETF TR
ETF 11.64% 6.40% #2 3
Prev: #5
4.9 -27,604 -91.3%
P
S
2,634 $252,680 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 11.47% 6.12% #3 3
Prev: #6
4.9 -54,266 -90.9%
P
S
5,433 $248,995 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
XMMO
INVESCO EXCHANG...
Bond/Debt 10.94% #4
Prev: #—
6.4 2,445 no change
NEW
2,445 $237,337 2023 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 10.60% 7.47% #5 2
Prev: #3
4.5 -43,395 -93.5%
P
S
3,011 $229,981 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
IBTE
ISHARES TR
Bond/Debt 10.43% 5.00% #6 2
Prev: #8
4.4 -80,837 -89.5%
P
S
9,486 $226,336 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
PDBC
INVESCO ACTVELY...
ETF 9.62% 5.06% #7
Prev: #7
4.1 -133,345 -89.4%
P
S
15,782 $208,796 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 8.98% 6.96% #8 4
Prev: #4
3.9 -82,399 -93.9%
P
S
5,335 $194,835 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
SCHQ
SCHWAB STRATEGI...
ETF 6.63% 4.26% #9
Prev: #9
2.9 -54,068 -92.7%
P
S
4,288 $143,949 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
SCHR
SCHWAB STRATEGI...
Bond/Debt 1.47% #10
Prev: #—
2.6 649 no change
NEW
649 $31,866 2023 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 0.74% 0.05% #11 40
Prev: #51
0.4 -62 -38.3%
P
S
100 $16,056 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
SPHQ
INVESCO EXCHANG...
ETF 0.43% #12
Prev: #—
2.2 165 no change
NEW
165 $9,346 2020 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
MTUM
ISHARES TR
Bond/Debt 0.00% 8.24%
Sold All 😨
(Was: #2)
0.3 -24,044 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 0.00% 3.59%
Sold All 😨
(Was: #10)
0.3 -41,908 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
SLV
ISHARES SILVER ...
ETF 0.00% 3.30%
Sold All 😨
(Was: #11)
0.3 -69,586 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
IEI
ISHARES TR
ETF 0.00% 3.10%
Sold All 😨
(Was: #12)
0.3 -11,796 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
IEF
ISHARES TR
ETF 0.00% 3.05%
Sold All 😨
(Was: #13)
0.3 -14,400 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
IVOL
KRANESHARES TR
Bond/Debt 0.00% 3.01%
Sold All 😨
(Was: #14)
0.3 -63,328 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
SHOP
SHOPIFY INC
Technology 0.00% 1.20%
Sold All 😨
(Was: #15)
0.3 -8,275 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
CRWD
CROWDSTRIKE HLD...
Technology 0.00% 1.05%
Sold All 😨
(Was: #16)
0.3 -2,241 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
KLAC
KLA CORP
Technology 0.00% 0.93%
Sold All 😨
(Was: #17)
0.3 -759 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.00% 0.88%
Sold All 😨
(Was: #18)
0.3 -19,230 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2023-12-31 2024-02-14 (Est.)
NOW
SERVICENOW INC
Technology 0.00% 0.87%
Sold All 😨
(Was: #19)
0.3 -589 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
NET
CLOUDFLARE INC
Technology 0.00% 0.85%
Sold All 😨
(Was: #20)
0.3 -5,756 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
ANET
ARISTA NETWORKS...
Technology 0.00% 0.84%
Sold All 😨
(Was: #21)
0.3 -1,727 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
URI
UNITED RENTALS ...
Industrials 0.00% 0.83%
Sold All 😨
(Was: #22)
0.3 -772 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
MANH
MANHATTAN ASSOC...
Technology 0.00% 0.82%
Sold All 😨
(Was: #23)
0.3 -1,649 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
PLD
PROLOGIS INC.
Real Estate 0.00% 0.81%
Sold All 😨
(Was: #24)
0.3 -3,420 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
TDY
TELEDYNE TECHNO...
Technology 0.00% 0.81%
Sold All 😨
(Was: #25)
0.3 -910 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2023-12-31 2024-02-14 (Est.)
CTAS
CINTAS CORP
Industrials 0.00% 0.76%
Sold All 😨
(Was: #26)
0.3 -614 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.75%
Sold All 😨
(Was: #27)
0.3 -2,758 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
TRIN
TRINITY CAP INC
Financial Services 0.00% 0.75%
Sold All 😨
(Was: #28)
0.3 -22,196 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
HII
HUNTINGTON INGA...
Industrials 0.00% 0.73%
Sold All 😨
(Was: #29)
0.3 -1,350 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
FANG
DIAMONDBACK ENE...
Energy 0.00% 0.72%
Sold All 😨
(Was: #30)
0.3 -1,961 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
SAIC
SCIENCE APPLICA...
Technology 0.00% 0.72%
Sold All 😨
(Was: #31)
0.3 -2,723 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
BG
BUNGE LIMITED
Consumer Defensive 0.00% 0.71%
Sold All 😨
(Was: #32)
0.3 -2,943 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
WM
WASTE MGMT INC ...
Industrials 0.00% 0.67%
Sold All 😨
(Was: #33)
0.3 -1,682 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
ASML
ASML HOLDING N ...
Technology 0.00% 0.67%
Sold All 😨
(Was: #34)
0.3 -440 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
FPI
FARMLAND PARTNE...
Real Estate 0.00% 0.67%
Sold All 😨
(Was: #35)
0.3 -25,537 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
GNRC
GENERAC HLDGS I...
Industrials 0.00% 0.65%
Sold All 😨
(Was: #36)
0.3 -2,688 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.64%
Sold All 😨
(Was: #37)
0.3 -4,232 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
WST
WEST PHARMACEUT...
Healthcare 0.00% 0.63%
Sold All 😨
(Was: #38)
0.3 -805 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
HELE
HELEN OF TROY L...
Consumer Defensive 0.00% 0.62%
Sold All 😨
(Was: #39)
0.3 -2,721 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
VEEV
VEEVA SYS INC
Healthcare 0.00% 0.60%
Sold All 😨
(Was: #40)
0.3 -1,546 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
FCX
FREEPORT-MCMORA...
Basic Materials 0.00% 0.59%
Sold All 😨
(Was: #41)
0.3 -7,606 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
FOLD
AMICUS THERAPEU...
Healthcare 0.00% 0.57%
Sold All 😨
(Was: #42)
0.3 -23,989 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.57%
Sold All 😨
(Was: #43)
0.3 -4,879 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
NXST
NEXSTAR MEDIA G...
Communication Services 0.00% 0.54%
Sold All 😨
(Was: #44)
0.3 -1,625 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
NTR
NUTRIEN LTD
Basic Materials 0.00% 0.52%
Sold All 😨
(Was: #45)
0.3 -4,156 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.49%
Sold All 😨
(Was: #46)
0.3 -1,039 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
NWL
NEWELL BRANDS I...
Consumer Defensive 0.00% 0.39%
Sold All 😨
(Was: #47)
0.3 -25,004 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
ISCV
ISHARES TR
ETF 0.00% 0.32%
Sold All 😨
(Was: #48)
0.3 -2,800 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-12-31 2024-02-14 (Est.)
ACWI
ISHARES TR
ETF 0.00% 0.12%
Sold All 😨
(Was: #49)
0.3 -562 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
HYS
PIMCO ETF TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #50)
0.3 -387 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
IBB
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #52)
0.3 -115 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2023-12-31 2024-02-14 (Est.)
ZROZ
PIMCO ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #53)
0.3 -45 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2023-12-31 2024-02-14 (Est.)
Showing 1-25 of 56 holdings

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