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
$20.3M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$26.1K

Top Sells

1 +$80K
2 +$73.5K
3 +$26.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.1M 39.99%
34,357
-312
2
$4.65M 22.94%
118,211
-2,035
3
$3.17M 15.65%
79,800
-677
4
$2.7M 13.31%
41,330
+400
5
$1.64M 8.11%
26,365