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
$25.3M
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$62.5M
2 +$17.3M
3 +$5.09M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M

Sector Composition

1 Industrials 0%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.6M 30.1%
37,292
-4,302
2
$7.49M 29.64%
228,913
-1,910,744
3
$5.96M 23.61%
162,444
-29,636
4
$2.64M 10.45%
45,812
-20,220
5
$1.57M 6.2%
26,685
6
-132,228
7
-503,691