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
$19.7M
AUM Growth
+$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$79.1K

Top Sells

1 +$88.1K
2 +$21K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.58M 38.48%
35,050
-97
2
$4.54M 23.04%
121,307
+2,114
3
$3.17M 16.11%
84,315
-2,341
4
$2.85M 14.46%
46,812
5
$1.56M 7.91%
26,365