SPIO

Seven Post Investment Office Portfolio holdings

AUM $280M
1-Year Est. Return 9.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.25%
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
+$8.91M
2
+$8.79M
3
+$4.26M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M
5
LII icon
Lennox International
LII
+$1.07M

Top Sells

1
+$19.8M
2
+$3.22M
3
+$1.77M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$907K
5
VV icon
Vanguard Large-Cap ETF
VV
+$390K

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
– –
-446,261
52
– –
-14,056
53
– –
-1,700
54
– –
-14,325
55
– –
-1,945
1 2
3