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
$410M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$981K
3 +$676K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$319K
5
APO icon
Apollo Global Management
APO
+$238K

Top Sells

1 +$4.39M
2 +$465K
3 +$327K
4
AAPL icon
Apple
AAPL
+$163K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$123K

Sector Composition

1 Industrials 32.22%
2 Real Estate 14.65%
3 Technology 3.15%
4 Communication Services 2.92%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$238K 0.06%
+2,120
52
$235K 0.06%
+489
53
$229K 0.06%
313
54
$208K 0.05%
+18,914
55
$196K 0.05%
80,195