SPIO

Seven Post Investment Office Portfolio holdings

AUM $278M
1-Year Est. Return 1.59%
This Quarter Est. Return
1 Year Est. Return
+1.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.08M
3 +$729K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$554K
5
AMZN icon
Amazon
AMZN
+$532K

Top Sells

1 +$4.96M
2 +$2.97M
3 +$218K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$143K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$81.4K

Sector Composition

1 Industrials 57.77%
2 Real Estate 7.93%
3 Technology 4.64%
4 Energy 2.05%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$229K 0.17%
2,015
27
$147K 0.11%
14,056
28
$61K 0.04%
+10,000
29
-7,700