SPIO
Seven Post Investment Office Portfolio holdings
AUM
$278M
1-Year Est. Return
1.59%
1 Year Est. Return
+1.59%
AUM
$278M
AUM Growth
+$12.2M
(+4.6%)
Holding
34
Top Buys
| 1 | +$2.22M | |
| 2 | +$717K | |
| 3 | +$573K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$149K |
| 5 |
Prologis
PLD
|
+$147K |
Top Sells
| 1 | +$842K | |
| 2 | +$409K | |
| 3 | +$66.4K | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$38.3K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$16.4K |
Sector Composition
| 1 | Real Estate | 23.47% |
| 2 | Energy | 4.81% |
| 3 | Financials | 0.87% |
| 4 | Technology | 0.69% |
| 5 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
abrdn Physical Gold Shares ETF
SGOL
$6.47B
| $570K | 0.21% |
15,487
-1,040
|
|
||
27
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| $507K | 0.18% |
7,693
|
|
||
28
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
| $369K | 0.13% |
2,532
|
|
||
29
iShares MSCI ACWI ETF
ACWI
$23.4B
| $344K | 0.12% |
2,488
|
|
||
30
Tanger
SKT
$3.68B
| $271K | 0.1% |
8,000
|
|
||
31
Amazon
AMZN
$2.61T
| $263K | 0.09% |
1,200
|
|
||
32
Vanguard S&P 500 ETF
VOO
$777B
| $233K | 0.08% |
380
|
|
||
33
Pebblebrook Hotel Trust
PEB
$1.24B
| $137K | 0.05% |
12,000
|
|
||
34
Palantir
PLTR
$476B
| – | – |
-3,000
|
|