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
$323M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.63M
3
+$1.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$638K
5
PSA icon
Public Storage
PSA
+$318K

Top Sells

1
+$2.08M
2
+$1.17M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$825K
5
BX icon
Blackstone
BX
+$813K

Sector Composition

1 Industrials 27.54%
2 Real Estate 18.15%
3 Technology 2.9%
4 Financials 1.21%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.33%
25,000
27
$1.05M 0.32%
18,700
28
$879K 0.27%
8,821
29
$871K 0.27%
3,035
30
$794K 0.24%
19,600
31
$765K 0.23%
31,846
-86,512
32
$660K 0.2%
1,937
33
$589K 0.18%
2,250
34
$572K 0.17%
8,271
35
$550K 0.17%
4,220
36
$542K 0.17%
29,493
+1,189
37
$518K 0.16%
1
38
$489K 0.15%
1,021
39
$469K 0.14%
5,295
40
$458K 0.14%
1,165
41
$454K 0.14%
1,031
42
$379K 0.12%
7,693
43
$374K 0.11%
20,769
44
$341K 0.1%
1,624
45
$330K 0.1%
2,710
46
$317K 0.1%
4,900
47
$315K 0.1%
266
48
$261K 0.08%
2,924
49
$247K 0.08%
2,532
50
$239K 0.07%
2,488
1
2
3