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SPIO

Seven Post Investment Office Portfolio holdings

AUM $310M
1-Year Est. Return 7.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$711K
3
+$558K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$141K
5
EQR icon
Equity Residential
EQR
+$141K

Top Sells

1
+$820K
2
+$409K
3
+$63.9K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$34.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.8K

Sector Composition

1 Real Estate 23.47%
2 Energy 4.81%
3 Financials 0.87%
4 Technology 0.69%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.21%
15,487
-1,040
27
$507K 0.18%
7,693
28
$369K 0.13%
2,532
29
$344K 0.12%
2,488
30
$271K 0.1%
8,000
31
$263K 0.09%
1,200
32
$233K 0.08%
380
33
$137K 0.05%
12,000
34
– –
-3,000
1
2