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Home > Institutional Investor > Seven Mile Advisory > Profile

Instuitional Investor - Seven Mile Advisory

Fund Profile
Filing Period:
Fund Name: Seven Mile Advisory
Portfolio Value $115,321,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,121 $14,792,217 12.82%
2.
Apple Inc.
 AAPL 34,507 $6,643,659 5.76%
3.
Nvidia Corp
 NVDA 112,250 $5,558,845 4.82%
4.
Microsoft Corp
 MSFT 14,009 $5,267,944 4.56%
5.
Vanguard S&P 500 Etf
 11,204 $4,894,078 4.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)