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SPIO

Seven Post Investment Office Portfolio holdings

AUM $352M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
-7.22%
1 Year Est. Return
+16.44%
3 Year Est. Return
+52.57%
5 Year Est. Return
+45.88%
10 Year Est. Return
+181.66%
AUM
$75.2M
AUM Growth
–
Cap. Flow
+$80.3M
Cap. Flow %
106.81%
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$54.5M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.8M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.04M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.15M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.18M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
1
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$50.5M 67.07%
+1,300,538
New +$54.5M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$10.3M 13.73%
+290,139
New +$10.8M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$6.02M 8%
+37,503
New +$6.04M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$4.8M 6.38%
+104,190
New +$5.15M
VT icon
5
Vanguard Total World Stock ETF
VT
$77.1B
$2.11M 2.81%
+41,032
New +$2.18M
EFA icon
6
iShares MSCI EAFE ETF
EFA
$78B
$1.51M 2.01%
+26,365
New +$1.59M

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PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
HIA
HTG Investment Advisors New Canaan, Connecticut $352M AUM 17.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return

Seven Post Investment Office's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Seven Post Investment Office, which disclosed 6 positions worth $75.2M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Vanguard FTSE Emerging Markets ETF: 1,300,538 shares worth $50.5M.

  • Seven Post Investment Office's largest Q2 2013 buy was Vanguard FTSE Emerging Markets ETF: 1,300,538 shares worth $50.5M.
  • Seven Post Investment Office's ten largest holdings make up 100% of its $75.2M portfolio in Q2 2013.
  • Seven Post Investment Office disclosed 6 positions in Q2 2013, its first 13F filing on record.

Based on Seven Post Investment Office's 13F filing for Q2 2013, filed 14 Aug 2013.