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
$284M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.2M
3
+$2.36M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
VTV icon
Vanguard Value ETF
VTV
+$1.26M

Top Sells

1
+$1.25M
2
+$475K
3
+$436K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$253K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$217K

Sector Composition

1 Industrials 23.14%
2 Real Estate 18.85%
3 Technology 3.86%
4 Financials 1.59%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$835K 0.29%
8,821
27
$823K 0.29%
9,280
28
$740K 0.26%
+12,001
29
$692K 0.24%
+9,323
30
$618K 0.22%
25,000
31
$595K 0.21%
19,600
32
$551K 0.19%
8,271
-18,765
33
$541K 0.19%
+20,769
34
$502K 0.18%
28,726
+1,808
35
$469K 0.16%
1
36
$465K 0.16%
1,937
37
$452K 0.16%
1,021
38
$405K 0.14%
1,165
39
$365K 0.13%
3,035
40
$362K 0.13%
5,295
-1,895
41
$354K 0.12%
4,220
42
$354K 0.12%
1,624
-2,000
43
$304K 0.11%
1,031
44
$289K 0.1%
3,324
45
$277K 0.1%
2,250
46
$253K 0.09%
2,870
47
$242K 0.08%
+2,710
48
$225K 0.08%
266
49
$215K 0.08%
2,532
50
$213K 0.07%
+300
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