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
126
$235K 0.18%
3,839
+238
127
$232K 0.18%
1,561
+17
128
$232K 0.18%
+649
129
$230K 0.17%
4,210
-369
130
$230K 0.17%
19,249
+7,824
131
$225K 0.17%
+884
132
$225K 0.17%
8,096
-2,359
133
$223K 0.17%
7,252
+180
134
$223K 0.17%
7,000
135
$218K 0.17%
18,441
+169
136
$217K 0.16%
+2,493
137
$214K 0.16%
520
-4
138
$213K 0.16%
1,502
+58
139
$213K 0.16%
+683
140
$212K 0.16%
+1,106
141
$211K 0.16%
3,720
-323
142
$211K 0.16%
3,917
143
$210K 0.16%
739
+16
144
$210K 0.16%
3,639
-418
145
$207K 0.16%
4,300
+67
146
$207K 0.16%
+2,186
147
$206K 0.16%
1,219
+88
148
$206K 0.16%
+3,043
149
$201K 0.15%
+8,056
150
$172K 0.13%
35,514
+460
3 4 5
6
7