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
$23.8M
AUM Growth
-$145K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$94.9K
2 +$71.6K
3 +$26.8K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.86M 41.4%
36,332
+264
2
$5.87M 24.68%
136,931
+2,212
3
$3.28M 13.76%
77,622
+635
4
$3.03M 12.74%
41,330
5
$1.77M 7.42%
26,365