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
$277M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$594K
2
+$501K
3
+$235K
4
SBUX icon
Starbucks
SBUX
+$209K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$205K

Top Sells

1
+$17M
2
+$4.59M
3
+$533K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$432K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$101K

Sector Composition

1 Industrials 24.7%
2 Real Estate 14.26%
3 Technology 3.07%
4 Financials 1.71%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.08%
1,740
52
$209K 0.08%
+2,003
53
$205K 0.07%
+1,980
54
$204K 0.07%
17,000
55
$201K 0.07%
300
56
– –
-287,505
57
– –
-34,629
1 2
3