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
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$1.3M
3 +$677K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$161K
5
ALEX
Alexander & Baldwin
ALEX
+$27.5K

Top Sells

1 +$2.19M

Sector Composition

1 Real Estate 17.77%
2 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$61.7M 50.57%
1,510,525
+113,533
2
$21.7M 17.77%
502,327
+637
3
$14.9M 12.17%
307,304
+26,983
4
$7.79M 6.38%
37,714
+778
5
$6.51M 5.33%
163,500
-55,091
6
$5.25M 4.3%
124,625
+16,062
7
$2.53M 2.07%
41,032
8
$1.71M 1.4%
26,685