SPIO
Seven Post Investment Office Portfolio holdings
AUM
$265M
This Quarter Return
+8.19%
1 Year Return
+2.53%
3 Year Return
+50.61%
5 Year Return
+78.06%
10 Year Return
+110.03%
AUM
$246M
AUM Growth
+$246M
(+2.3%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-5.16%
Top 10 Holdings %
Top 10 Hldgs %
88.64%
Holding
50
New
7
Increased
5
Reduced
15
Closed
5
Top Buys
| 1 |
Equity Residential
EQR
|
$5.93M |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$493K |
| 3 |
Appian
APPN
|
$357K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$356K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$351K |
Top Sells
| 1 |
Matsons
MATX
|
$5.79M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$5.35M |
| 3 |
Lennox International
LII
|
$2.97M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.63M |
| 5 |
Public Storage
PSA
|
$623K |
Sector Composition
| 1 | Industrials | 33.77% |
| 2 | Real Estate | 17.08% |
| 3 | Technology | 2.66% |
| 4 | Communication Services | 0.83% |
| 5 | Financials | 0.76% |
