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
$112M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$2.68M
3 +$197K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5K
5
MATX icon
Matsons
MATX
+$18K

Top Sells

1 +$12.3M
2 +$7.09M

Sector Composition

1 Real Estate 17.51%
2 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55.9M 49.7%
1,396,992
-307,697
2
$19.7M 17.51%
501,690
-180,710
3
$13.2M 11.72%
280,321
+156,010
4
$8.28M 7.36%
218,591
+70,718
5
$7.59M 6.75%
36,936
+957
6
$3.75M 3.33%
108,563
+522
7
$2.47M 2.19%
41,032
8
$1.62M 1.44%
26,685
+320