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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
+5.72%
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
$84.7M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$62.2M 73.39%
1,532,158
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$6.65M 7.85%
35,582
– –
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$229B
$5.95M 7.03%
144,276
– –
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$5.72M 6.75%
116,461
– –
VT icon
5
Vanguard Total World Stock ETF
VT
$77.1B
$2.45M 2.89%
41,032
– –
EFA icon
6
iShares MSCI EAFE ETF
EFA
$78B
$1.77M 2.09%
26,365
– –

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PIC
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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
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Seven Post Investment Office's Q2 2014 Portfolio in Review

As of Q2 2014, Seven Post Investment Office held 6 positions worth $84.7M, unchanged from the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2014: portfolio turnover was 0%. Seven Post Investment Office opened no new positions and made no exits, leaving the 6-position portfolio largely intact.

  • Seven Post Investment Office's ten largest holdings make up 100% of its $84.7M portfolio in Q2 2014.
  • Seven Post Investment Office opened 0 new positions and closed 0 in Q2 2014.
  • Seven Post Investment Office's portfolio value was unchanged quarter-over-quarter at $84.7M.

Based on Seven Post Investment Office's 13F filing for Q2 2014, filed 14 Aug 2014.