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
$127M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$2.1M
3 +$292K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$157K

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 15.62%
2 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$65.9M 51.9%
1,611,041
+100,516
2
$19.8M 15.62%
502,956
+629
3
$16.9M 13.29%
351,078
+43,774
4
$7.92M 6.24%
38,477
+763
5
$6.68M 5.27%
168,585
+5,085
6
$5.53M 4.36%
131,572
+6,947
7
$2.52M 1.99%
41,032
8
$1.69M 1.34%
26,685