SMA
Seven Mile Advisory Portfolio holdings
AUM
$166M
1-Year Return
21.49%
This Quarter Return
+8.77%
1 Year Return
+21.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$4.16M
(+3.2%)
Cap. Flow
-$5.08M
Cap. Flow
% of AUM
-3.74%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
168
New
10
Increased
71
Reduced
48
Closed
14
Top Buys
| 1 |
Snap
SNAP
|
$302K |
| 2 |
Altria Group
MO
|
$274K |
| 3 |
Unilever
UL
|
$246K |
| 4 |
Philip Morris
PM
|
$245K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$239K |
Top Sells
| 1 |
Spotify
SPOT
|
$1.08M |
| 2 |
Apple
AAPL
|
$955K |
| 3 |
Amazon
AMZN
|
$737K |
| 4 |
Netflix
NFLX
|
$458K |
| 5 |
JPMorgan Chase
JPM
|
$420K |
Sector Composition
| 1 | Technology | 27.1% |
| 2 | Communication Services | 8.8% |
| 3 | Financials | 6.86% |
| 4 | Healthcare | 6.25% |
| 5 | Consumer Discretionary | 5.49% |
