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
$75.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$50.5M 67.07%
+1,300,538
2
$10.3M 13.73%
+290,139
3
$6.02M 8%
+37,503
4
$4.8M 6.38%
+104,190
5
$2.11M 2.81%
+41,032
6
$1.51M 2.01%
+26,365