SMA
Seven Mile Advisory Portfolio holdings
AUM
$619M
1-Year Est. Return
24.99%
1 Year Est. Return
+24.99%
AUM
$166M
AUM Growth
+$16.5M
(+11%)
Holding
188
Top Buys
| 1 | +$462K | |
| 2 | +$376K | |
| 3 | +$344K | |
| 4 |
Micron Technology
MU
|
+$256K |
| 5 |
GE Vernova
GEV
|
+$248K |
Top Sells
| 1 | +$749K | |
| 2 | +$578K | |
| 3 | +$533K | |
| 4 |
Apple
AAPL
|
+$431K |
| 5 |
Vanguard Total Bond Market
BND
|
+$301K |
Sector Composition
| 1 | Technology | 28.65% |
| 2 | Financials | 9.45% |
| 3 | Communication Services | 8.58% |
| 4 | Consumer Discretionary | 6.72% |
| 5 | Healthcare | 5.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mizuho Financial
MFG
$84.4B
| $89.6K | 0.05% |
16,116
-2,460
|
|
||
177
ICL Group
ICL
$7.09B
| $79.9K | 0.05% |
11,642
-646
|
|
||
178
Genworth Financial
GNW
$3.38B
| $77.9K | 0.05% |
+10,016
|
|
||
179
Lloyds Banking Group
LYG
$71.9B
| $76.1K | 0.05% |
17,906
-715
|
|
||
180
Allogene Therapeutics
ALLO
$270M
| $16.3K | 0.01% |
14,449
+3,979
|
|
||
181
Dimensional US Small Cap ETF
DFAS
$11.1B
| – | – |
-12,533
|
|
||
182
Elevance Health
ELV
$73B
| – | – |
-660
|
|
||
183
Equinix
EQIX
$77.2B
| – | – |
-249
|
|
||
|
FISV
184
Fiserv, Inc. Common Stock
FISV
$34.7B
| – | – |
-1,176
|
|
||
185
GSK
GSK
$96.7B
| – | – |
-6,142
|
|
||
186
Lowe's Companies
LOW
$130B
| – | – |
-863
|
|
||
187
Sumitomo Mitsui Financial
SMFG
$106B
| – | – |
-10,029
|
|
||
188
TotalEnergies
TTE
$140B
| – | – |
-4,224
|
|