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
$83.3M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$582K

Top Sells

1 +$176K
2 +$147K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.3M 67.51%
1,401,894
+101,356
2
$11.3M 13.6%
286,433
-3,706
3
$6.13M 7.35%
36,458
-1,045
4
$5.65M 6.78%
116,151
+11,961
5
$2.28M 2.73%
41,032
6
$1.68M 2.02%
26,365