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
$370M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$3.16M
3 +$2.55M
4
MATX icon
Matsons
MATX
+$2.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$898K

Top Sells

1 +$287K
2 +$280K
3 +$204K
4
VT icon
Vanguard Total World Stock ETF
VT
+$115K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$84.1K

Sector Composition

1 Industrials 24.24%
2 Real Estate 22.07%
3 Technology 5.98%
4 Financials 0.78%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,200