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
$323M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.63M
3
+$1.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$638K
5
PSA icon
Public Storage
PSA
+$318K

Top Sells

1
+$2.08M
2
+$1.17M
3
+$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$825K
5
BX icon
Blackstone
BX
+$813K

Sector Composition

1 Industrials 27.54%
2 Real Estate 18.15%
3 Technology 2.9%
4 Financials 1.21%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.07%
1,980
52
$215K 0.07%
1,205
53
$123K 0.04%
+35,756
54
– –
-17,000
55
– –
-2,003
56
– –
-1,740
57
– –
-9,251
58
– –
-300
59
– –
-2,870
1 2
3