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
$392M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$1.32M
3 +$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$414K
5
EQR icon
Equity Residential
EQR
+$241K

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