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SMA

Seven Mile Advisory Portfolio holdings

AUM $139M
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
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 Buys

1
+$29.5M
2
+$26.4M
3
+$23.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$21.2M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$20.7M

Top Sells

1
+$315K
2
+$264K
3
+$230K
4
UNH icon
UnitedHealth
UNH
+$96.8K
5
NVO
Novo Nordisk
NVO
+$80.4K

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
176
$365K 0.06%
3,070
+4
177
$362K 0.06%
18,809
+139
178
$350K 0.06%
1,416
+506
179
$347K 0.06%
994
+183
180
$347K 0.06%
+10,341
181
$347K 0.06%
298
+83
182
$346K 0.06%
+3,622
183
$344K 0.06%
3,640
+1,255
184
$344K 0.06%
8,000
185
$338K 0.05%
+39,499
186
$337K 0.05%
754
+35
187
$335K 0.05%
10,281
+495
188
$335K 0.05%
954
+127
189
$332K 0.05%
+36,209
190
$331K 0.05%
883
+315
191
$324K 0.05%
1,124
+202
192
$323K 0.05%
+1,366
193
$321K 0.05%
12,614
+3,200
194
$318K 0.05%
10,216
-393
195
$316K 0.05%
650
+259
196
$311K 0.05%
3,958
+1,241
197
$311K 0.05%
3,875
198
$310K 0.05%
+1,412
199
$306K 0.05%
782
+70
200
$306K 0.05%
+1,094
6 7
8
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