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
76
$370K 0.28%
5,523
-226
77
$370K 0.28%
1,938
+18
78
$367K 0.28%
8,939
79
$364K 0.28%
2,068
-1,033
80
$359K 0.27%
6,200
+330
81
$359K 0.27%
2,818
-226
82
$355K 0.27%
3,673
+55
83
$346K 0.26%
3,046
+150
84
$345K 0.26%
1,381
+48
85
$341K 0.26%
1,356
+81
86
$339K 0.26%
3,490
-20
87
$330K 0.25%
2,143
+68
88
$329K 0.25%
3,504
-71
89
$329K 0.25%
827
90
$323K 0.24%
5,049
+511
91
$322K 0.24%
4,169
+15
92
$322K 0.24%
4,672
-19
93
$320K 0.24%
690
+9
94
$317K 0.24%
873
+45
95
$315K 0.24%
3,300
96
$311K 0.24%
4,365
97
$310K 0.24%
1,749
-32
98
$302K 0.23%
2,302
-1
99
$300K 0.23%
10,602
+347
100
$300K 0.23%
1,925
2 3
4
5 6