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
$122M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 20.17%
2 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71.1M 58.42%
1,704,689
+172,531
2
$24.5M 20.17%
+682,400
3
$7.09M 5.82%
35,979
+397
4
$6.22M 5.11%
124,311
+7,850
5
$5.88M 4.83%
147,873
+3,597
6
$2.7M 2.22%
+108,041
7
$2.48M 2.04%
41,032
8
$1.69M 1.39%
26,365