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
$619M
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$327K
2 +$264K
3 +$230K
4
UNH icon
UnitedHealth
UNH
+$110K
5
NVO icon
Novo Nordisk
NVO
+$76.2K

Sector Composition

1 Technology 11.99%
2 Financials 4.81%
3 Communication Services 3.62%
4 Consumer Discretionary 2.71%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMO icon
151
Thermo Fisher Scientific
TMO
$215B
$422K 0.07%
871
+277
PANW icon
152
Palo Alto Networks
PANW
$134B
$418K 0.07%
2,050
+210
BKNG icon
153
Booking.com
BKNG
$171B
$416K 0.07%
77
+15
GUNR icon
154
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.71B
$413K 0.07%
9,438
MDY icon
155
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$409K 0.07%
687
ADBE icon
156
Adobe
ADBE
$149B
$409K 0.07%
1,160
+346
SAN icon
157
Banco Santander
SAN
$167B
$403K 0.07%
38,496
+347
HOOD icon
158
Robinhood
HOOD
$107B
$403K 0.07%
+2,816
NEM icon
159
Newmont
NEM
$107B
$401K 0.06%
+4,756
GEV icon
160
GE Vernova
GEV
$182B
$399K 0.06%
650
+181
SYK icon
161
Stryker
SYK
$135B
$399K 0.06%
1,080
+230
BK icon
162
Bank of New York Mellon
BK
$81.6B
$397K 0.06%
+3,646
SHEL icon
163
Shell
SHEL
$206B
$397K 0.06%
5,544
-28
SCHA icon
164
Schwab U.S Small- Cap ETF
SCHA
$19.6B
$391K 0.06%
14,000
ADSK icon
165
Autodesk
ADSK
$63.1B
$390K 0.06%
1,229
+421
ANET icon
166
Arista Networks
ANET
$157B
$390K 0.06%
2,677
+563
NU icon
167
Nu Holdings
NU
$81.9B
$390K 0.06%
24,357
+27
APH icon
168
Amphenol
APH
$158B
$389K 0.06%
3,142
+881
UBER icon
169
Uber
UBER
$177B
$379K 0.06%
3,873
+1,047
AZN icon
170
AstraZeneca
AZN
$279B
$376K 0.06%
4,896
+504
TMUS icon
171
T-Mobile US
TMUS
$218B
$375K 0.06%
1,568
+642
ARKK icon
172
ARK Innovation ETF
ARKK
$7.55B
$374K 0.06%
4,338
BSX icon
173
Boston Scientific
BSX
$137B
$371K 0.06%
3,802
+795
EME icon
174
Emcor
EME
$27.9B
$370K 0.06%
569
+165
HSBC icon
175
HSBC
HSBC
$257B
$366K 0.06%
5,158