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
$84.7M
AUM Growth
-$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$7.67K

Top Sells

1 +$6.02M
2 +$461K
3 +$450K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.2M 73.39%
1,532,158
+90,707
2
$6.65M 7.85%
35,582
+41
3
$5.95M 7.03%
144,276
-145,761
4
$5.72M 6.75%
116,461
5
$2.45M 2.89%
41,032
6
$1.77M 2.09%
26,365
7
-4,892
8
-5,235