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
$262M
AUM Growth
+$586K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$213K
3
+$205K
4
PLD icon
Prologis
PLD
+$145K
5
ELS icon
Equity Lifestyle Properties
ELS
+$92.5K

Top Sells

1
+$693K
2
+$573K
3
+$527K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$383K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$207K

Sector Composition

1 Real Estate 23.01%
2 Financials 1.12%
3 Technology 0.6%
4 Communication Services 0.59%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.19%
16,527
-36
27
$479K 0.18%
1,275
28
$415K 0.16%
7,693
29
$345K 0.13%
2,710
30
$309K 0.12%
2,532
31
$290K 0.11%
2,488
32
$228K 0.09%
1,200
33
$206K 0.08%
400
-45
1
2