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
$19M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$359K
2 +$137K
3 +$85.2K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.75M 40.7%
34,669
-381
2
$4.39M 23.08%
120,246
-1,061
3
$2.88M 15.12%
80,477
-3,838
4
$2.5M 13.11%
40,930
-5,882
5
$1.52M 7.99%
26,365