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
$18.8M
AUM Growth
-$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$58.1K

Top Sells

1 +$1.94M
2 +$1.48M
3 +$792K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.36M 39.12%
35,147
-3,780
2
$4.21M 22.4%
119,193
-54,813
3
$3.05M 16.22%
86,656
-42,071
4
$2.72M 14.44%
46,812
+1,000
5
$1.47M 7.82%
26,365