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
$22.8M
AUM Growth
+$926K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$5.16K

Top Sells

1 +$112K
2 +$49.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.09M 39.82%
34,049
-185
2
$5.42M 23.76%
120,843
+115
3
$3.39M 14.85%
73,797
-2,441
4
$3.07M 13.45%
41,330
5
$1.85M 8.13%
26,365