SPIO
Seven Post Investment Office Portfolio holdings
AUM
$265M
1-Year Return
2.53%
This Quarter Return
+16.93%
1 Year Return
+2.53%
3 Year Return
+50.61%
5 Year Return
+78.06%
10 Year Return
+110.03%
AUM
$224M
AUM Growth
+$33.1M
(+17%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
85.56%
Holding
42
New
2
Increased
9
Reduced
7
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.42M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$672K |
| 3 |
Mercado Libre
MELI
|
$270K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$218K |
| 5 |
Equity Lifestyle Properties
ELS
|
$66.2K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.44M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$1.03M |
| 3 |
Amazon
AMZN
|
$414K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$396K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$244K |
Sector Composition
| 1 | Industrials | 33.29% |
| 2 | Real Estate | 13.3% |
| 3 | Technology | 2.46% |
| 4 | Communication Services | 0.7% |
| 5 | Financials | 0.67% |
