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
$150M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$287K
3
+$280K
4
AMGN icon
Amgen
AMGN
+$278K
5
PLTR icon
Palantir
PLTR
+$246K

Top Sells

1
+$1.9M
2
+$305K
3
+$305K
4
ANET icon
Arista Networks
ANET
+$291K
5
AMZN icon
Amazon
AMZN
+$287K

Sector Composition

1 Technology 25.18%
2 Financials 9.94%
3 Communication Services 8.16%
4 Consumer Discretionary 6.77%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.37%
2,085
+323
52
$543K 0.36%
819
+51
53
$534K 0.36%
1,710
+60
54
$517K 0.35%
3,901
+473
55
$510K 0.34%
1,214
-36
56
$504K 0.34%
7,019
+383
57
$493K 0.33%
3,107
+440
58
$486K 0.32%
8,327
-47
59
$478K 0.32%
5,325
-534
60
$475K 0.32%
4,973
-95
61
$473K 0.32%
4,242
+655
62
$471K 0.31%
3,066
+265
63
$450K 0.3%
3,216
+101
64
$449K 0.3%
6,327
-66
65
$448K 0.3%
7,265
+326
66
$448K 0.3%
3,089
+144
67
$441K 0.29%
5,393
68
$441K 0.29%
8,162
69
$430K 0.29%
2,720
+16
70
$427K 0.29%
3,300
71
$426K 0.28%
2,549
+414
72
$422K 0.28%
6,074
-504
73
$419K 0.28%
1,092
+146
74
$418K 0.28%
1,681
+114
75
$417K 0.28%
2,322
+136
1 2
3
4 5