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
$88.9M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Sells

1 +$169K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$59.3M 66.73%
1,441,451
+39,557
2
$12.1M 13.6%
290,037
+3,604
3
$6.56M 7.39%
35,541
-917
4
$5.8M 6.53%
116,461
+310
5
$2.44M 2.74%
41,032
6
$1.77M 1.99%
26,365
7
$461K 0.52%
+4,892
8
$450K 0.51%
+5,235