SPIO
Seven Post Investment Office Portfolio holdings
AUM
$278M
1-Year Est. Return
1.59%
1 Year Est. Return
+1.59%
AUM
$265M
AUM Growth
+$3.64M
(+1.4%)
Holding
41
Top Buys
| 1 | +$9.37M | |
| 2 | +$9.24M | |
| 3 | +$3.88M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$2.77M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$1.08M |
Top Sells
| 1 | +$18.1M | |
| 2 | +$5.4M | |
| 3 | +$2.87M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.42M |
| 5 |
Netflix
NFLX
|
+$961K |
Sector Composition
| 1 | Real Estate | 25.21% |
| 2 | Energy | 4.99% |
| 3 | Financials | 0.91% |
| 4 | Technology | 0.78% |
| 5 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
abrdn Physical Gold Shares ETF
SGOL
$6.49B
| $521K | 0.2% |
16,527
|
|
||
27
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
| $462K | 0.17% |
7,693
|
|
||
28
Palantir
PLTR
$492B
| $409K | 0.15% |
+3,000
|
|
||
29
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
| $343K | 0.13% |
2,532
|
|
||
30
iShares MSCI ACWI ETF
ACWI
$23.4B
| $320K | 0.12% |
2,488
|
|
||
31
Amazon
AMZN
$2.71T
| $263K | 0.1% |
1,200
|
|
||
32
Tanger
SKT
$3.71B
| $245K | 0.09% |
+8,000
|
|
||
33
Vanguard S&P 500 ETF
VOO
$778B
| $216K | 0.08% |
380
-20
|
|
||
34
Pebblebrook Hotel Trust
PEB
$1.25B
| $120K | 0.05% |
+12,000
|
|
||
35
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| – | – |
-57,614
|
|
||
36
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
| – | – |
-91,987
|
|
||
37
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-163,736
|
|
||
38
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| – | – |
-25,221
|
|
||
|
39
Netflix
NFLX
$466B
| – | – |
-1,030
|
|
||
40
Meta Platforms (Facebook)
META
$1.61T
| – | – |
-1,030
|
|
||
41
D.R. Horton
DHI
$42.7B
| – | – |
-2,710
|
|