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
$327M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$9.56M
2 +$8.16M
3 +$7.98M
4
CRWD icon
CrowdStrike
CRWD
+$2.35M
5
SBUX icon
Starbucks
SBUX
+$234K

Sector Composition

1 Industrials 23.36%
2 Real Estate 19.87%
3 Technology 5.65%
4 Financials 0.83%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,003