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
$540M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$4.64M
3
+$1.97M
4
BZFD icon
BuzzFeed
BZFD
+$1.88M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.56M

Top Sells

1
+$2.6M
2
+$2.5M
3
+$1.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$498K
5
SHOP icon
Shopify
SHOP
+$378K

Sector Composition

1 Industrials 26.89%
2 Technology 22.89%
3 Real Estate 11.05%
4 Communication Services 2.97%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$259K 0.05%
1,205
52
$250K 0.05%
2,120
53
$216K 0.04%
432
-57
54
$191K 0.04%
80,195
55
$163K 0.03%
18,914
56
– –
-15,600
57
– –
-10,415
58
– –
-10,918
59
– –
-4,900
1 2
3