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
$23.9M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$614K
2 +$531K
3 +$150K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.49M 39.63%
36,068
+2,019
2
$5.96M 24.89%
134,719
+13,876
3
$3.62M 15.1%
76,987
+3,190
4
$3.04M 12.71%
41,330
5
$1.84M 7.67%
26,365