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
$284M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.2M
3
+$2.36M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
VTV icon
Vanguard Value ETF
VTV
+$1.26M

Top Sells

1
+$1.25M
2
+$475K
3
+$436K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$253K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$217K

Sector Composition

1 Industrials 23.14%
2 Real Estate 18.85%
3 Technology 3.86%
4 Financials 1.59%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.07%
+2,488
52
$204K 0.07%
+1,205
53
$204K 0.07%
+1,740
54
$138K 0.05%
17,000
55
– –
-750
1 2
3