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
$410M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$981K
3
+$676K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$319K
5
APO icon
Apollo Global Management
APO
+$238K

Top Sells

1
+$4.39M
2
+$465K
3
+$327K
4
AAPL icon
Apple
AAPL
+$163K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$123K

Sector Composition

1 Industrials 32.22%
2 Real Estate 14.65%
3 Technology 3.15%
4 Communication Services 2.92%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.37%
20,507
27
$1.46M 0.36%
8,945
28
$1.38M 0.34%
9,080
29
$1.38M 0.34%
2,836
+1
30
$1.13M 0.28%
15,600
31
$868K 0.21%
2,062
-1,106
32
$797K 0.19%
4,420
+200
33
$696K 0.17%
6,298
34
$650K 0.16%
8,271
35
$634K 0.15%
1
36
$626K 0.15%
1,031
37
$618K 0.15%
5,295
38
$588K 0.14%
24,406
-2,666
39
$561K 0.14%
1,165
40
$456K 0.11%
20,769
41
$446K 0.11%
2,710
42
$440K 0.11%
1,624
43
$407K 0.1%
19,158
-5,807
44
$402K 0.1%
266
45
$397K 0.1%
7,693
46
$396K 0.1%
2,250
47
$378K 0.09%
4,900
48
$291K 0.07%
2,532
49
$274K 0.07%
2,488
50
$248K 0.06%
1,205
1
2
3