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
$321M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$9.39M
2 +$8.49M
3 +$4.22M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Sector Composition

1 Industrials 24.67%
2 Real Estate 21.82%
3 Technology 6.78%
4 Communication Services 0.76%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,325
52
-1,945
53
-2,429
54
-18,551
55
-446,261