SMA
Seven Mile Advisory Portfolio holdings
AUM
$166M
This Quarter Return
+11.32%
1 Year Return
+21.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85.8M
AUM Growth
–
Cap. Flow
+$85.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.82%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.6M |
| 2 |
Apple
AAPL
|
$5.43M |
| 3 |
NVIDIA
NVDA
|
$4.5M |
| 4 |
Microsoft
MSFT
|
$3.98M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$3.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Communication Services | 7.99% |
| 3 | Financials | 6.86% |
| 4 | Healthcare | 5.91% |
| 5 | Consumer Discretionary | 5.7% |
