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
$331M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.41M
3
+$1.86M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$969K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$907K

Top Sells

1
+$15M
2
+$116K
3
+$14.6K

Sector Composition

1 Industrials 27.4%
2 Real Estate 20.22%
3 Technology 8.2%
4 Communication Services 0.73%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$869K 0.26%
8,588
+6,100
27
$716K 0.22%
4,900
-100
28
$697K 0.21%
2,005
29
$677K 0.2%
7,190
30
$519K 0.16%
3,020
31
$510K 0.15%
2,250
32
$444K 0.13%
19,600
33
$432K 0.13%
2,460
34
$425K 0.13%
1,165
35
$419K 0.13%
1
36
$414K 0.13%
266
37
$390K 0.12%
1,945
38
$385K 0.12%
+1,700
39
$335K 0.1%
6,000
40
$329K 0.1%
+2,429
41
$318K 0.1%
18,738
42
$303K 0.09%
2,200
43
$299K 0.09%
+1,074
44
$265K 0.08%
3,085
45
$248K 0.08%
2,000
46
$239K 0.07%
4,470
47
$224K 0.07%
2,003
48
$217K 0.07%
14,056
49
$200K 0.06%
+737
1
2