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
$540M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$4.64M
3
+$1.97M
4
BZFD icon
BuzzFeed
BZFD
+$1.88M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.56M

Top Sells

1
+$2.6M
2
+$2.5M
3
+$1.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$498K
5
SHOP icon
Shopify
SHOP
+$378K

Sector Composition

1 Industrials 26.89%
2 Technology 22.89%
3 Real Estate 11.05%
4 Communication Services 2.97%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.32%
22,273
27
$1.67M 0.31%
9,089
+9
28
$1.49M 0.28%
20,507
29
$1.43M 0.27%
8,945
30
$1.43M 0.26%
2,836
31
$804K 0.15%
+11,712
32
$696K 0.13%
1,031
33
$672K 0.12%
6,298
34
$613K 0.11%
5,295
35
$612K 0.11%
1
36
$599K 0.11%
7,825
-446
37
$588K 0.11%
24,448
+42
38
$564K 0.1%
2,920
-1,500
39
$555K 0.1%
+11,674
40
$514K 0.1%
1,165
41
$445K 0.08%
2,250
42
$437K 0.08%
266
43
$431K 0.08%
20,769
44
$412K 0.08%
7,693
45
$395K 0.07%
17,762
-1,396
46
$382K 0.07%
2,710
47
$335K 0.06%
1,624
48
$302K 0.06%
2,532
49
$280K 0.05%
2,488
50
$266K 0.05%
313
1
2
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