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
101
$296K 0.22%
4,989
+349
102
$289K 0.22%
498
+35
103
$285K 0.22%
8,000
104
$284K 0.22%
547
+19
105
$280K 0.21%
5,619
+263
106
$274K 0.21%
+1,957
107
$271K 0.21%
13,000
108
$268K 0.2%
4,013
-38
109
$267K 0.2%
640
+23
110
$266K 0.2%
349
-17
111
$265K 0.2%
4,881
+104
112
$260K 0.2%
1,914
-140
113
$258K 0.2%
10,344
+146
114
$258K 0.2%
7,077
+496
115
$256K 0.19%
14,535
+1,928
116
$255K 0.19%
609
+5
117
$246K 0.19%
7,000
118
$245K 0.19%
+5,413
119
$244K 0.19%
612
+8
120
$242K 0.18%
2,573
+286
121
$242K 0.18%
5,644
-563
122
$241K 0.18%
+2,390
123
$240K 0.18%
3,798
-4,529
124
$239K 0.18%
1,739
+31
125
$239K 0.18%
8,183
3 4
5
6 7