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SPIO
Seven Post Investment Office Portfolio holdings
AUM
$310M
1-Year Est. Return
7.87%
This Fund
S&P 500
1 Year Est. Return
+7.87%
AUM
$310M
AUM Growth
+$29.8M
(+11%)
Holding
38
Top Buys
| 1 | +$16.6M | |
| 2 | +$15.5M | |
| 3 | +$5.43M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$816K |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$214K |
Top Sells
| 1 | +$3.96M | |
| 2 | +$2.03M | |
| 3 | +$1.09M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$221K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$198K |
Sector Composition
| 1 | Real Estate | 26.53% |
| 2 | Financials | 7.24% |
| 3 | Energy | 5.18% |
| 4 | Technology | 0.72% |
| 5 | Communication Services | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$817B
| $719K | 0.23% |
1,100
|
|
||
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
| $616K | 0.2% |
7,774
-1,481
|
|
||
28
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
| $511K | 0.17% |
7,324
-15
|
|
||
29
NVIDIA
NVDA
$5.1T
| $509K | 0.16% |
2,920
-231
|
|
||
30
Microsoft
MSFT
$2.82T
| $472K | 0.15% |
1,275
|
|
||
31
iShares ESG Aware MSCI USA ETF
ESGU
$17.4B
| $358K | 0.12% |
2,532
|
|
||
32
iShares MSCI ACWI ETF
ACWI
$32.7B
| $345K | 0.11% |
2,494
+6
|
|
||
33
Tanger
SKT
$4.5B
| $272K | 0.09% |
8,000
|
|
||
34
Amazon
AMZN
$2.63T
| $250K | 0.08% |
1,200
|
|
||
35
Alphabet (Google) Class C
GOOG
$4.48T
| $207K | 0.07% |
720
|
|
||
36
Pebblebrook Hotel Trust
PEB
$2.16B
| $152K | 0.05% |
12,000
|
|
||
|
37
Vanguard S&P 500 ETF
VOO
$985B
| – | – |
-352
|
|
||
38
Broadcom
AVGO
$1.96T
| – | – |
-3,147
|
|