SMA

Seven Mile Advisory Portfolio holdings

AUM $619M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$274K
3
+$245K
4
SMCI icon
Super Micro Computer
SMCI
+$241K
5
SYK icon
Stryker
SYK
+$232K

Top Sells

1
+$286K
2
+$215K
3
+$210K
4
TSLA icon
Tesla
TSLA
+$182K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$157K

Sector Composition

1 Technology 24.53%
2 Communication Services 9.21%
3 Financials 7.66%
4 Healthcare 6.62%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.42%
3,419
+59
52
$547K 0.42%
1,041
53
$539K 0.41%
1,404
+73
54
$537K 0.41%
1,210
55
$486K 0.37%
8,005
56
$485K 0.37%
962
+28
57
$477K 0.36%
2,094
+17
58
$467K 0.35%
2,589
-3
59
$460K 0.35%
12,137
+1,044
60
$457K 0.35%
2,878
+4
61
$446K 0.34%
3,646
+32
62
$443K 0.34%
18,000
63
$438K 0.33%
3,772
+875
64
$431K 0.33%
5,391
65
$425K 0.32%
1,410
+44
66
$423K 0.32%
2,683
-83
67
$422K 0.32%
2,164
+69
68
$421K 0.32%
8,162
-3,044
69
$416K 0.32%
9,912
+613
70
$405K 0.31%
2,395
+114
71
$385K 0.29%
3,269
+18
72
$385K 0.29%
2,112
+115
73
$383K 0.29%
2,188
+179
74
$378K 0.29%
14,820
+813
75
$372K 0.28%
2,136
+211
1 2
3
4 5