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
$22.8M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$336K

Top Sells

1 +$3.46M
2 +$18.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8M 35.02%
38,927
+1,635
2
$6.24M 27.33%
174,006
+11,562
3
$4.45M 19.48%
128,727
-100,186
4
$2.64M 11.57%
45,812
5
$1.51M 6.6%
26,365
-320