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
$20.8M
AUM Growth
+$536K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$11K

Top Sells

1 +$154K
2 +$29.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.28M 39.82%
34,234
-123
2
$4.9M 23.55%
118,478
+267
3
$3.1M 14.94%
76,038
-3,762
4
$2.79M 13.43%
41,330
5
$1.72M 8.27%
26,365