SPIO

Seven Post Investment Office Portfolio holdings

AUM $280M
1-Year Est. Return 9.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$1.18M
3 +$411K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$386K
5
EQR icon
Equity Residential
EQR
+$228K

Top Sells

1 +$18.4M
2 +$1.99M
3 +$963K
4
MATX icon
Matsons
MATX
+$924K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$887K

Sector Composition

1 Industrials 31.03%
2 Real Estate 15.57%
3 Technology 2.99%
4 Communication Services 2.74%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.06%
1,205
52
$207K 0.05%
+313
53
-1,021