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
$113M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$1.38M
3 +$837K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$597K
5
MATX icon
Matsons
MATX
+$25.2K

Top Sells

1 +$16.9M

Sector Composition

1 Real Estate 15.28%
2 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$70.8M 62.56%
2,139,657
+528,616
2
$17.3M 15.28%
503,691
+735
3
$7.97M 7.04%
41,594
+3,117
4
$6.85M 6.05%
192,080
+23,495
5
$5.09M 4.5%
132,228
+656
6
$3.65M 3.23%
66,032
+25,000
7
$1.53M 1.35%
26,685
8
-351,078