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
$120M
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$16.6M
3
+$6.84M
4
GS icon
Goldman Sachs
GS
+$961K
5
ITGR icon
Integer Holdings
ITGR
+$596K

Top Sells

1
+$167K
2
+$2.46K
3
+$2.08K

Sector Composition

1 Industrials 62.79%
2 Real Estate 13.83%
3 Financials 1.28%
4 Healthcare 0.9%
5 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 57.09%
+313,928
2
$16.6M 13.83%
+731,853
3
$10.4M 8.66%
35,758
-574
4
$6.84M 5.7%
+172,544
5
$5.92M 4.93%
136,883
-48
6
$3.22M 2.68%
42,416
+1,086
7
$3.18M 2.65%
77,562
-60
8
$1.79M 1.49%
26,365
9
$961K 0.8%
+4,287
10
$596K 0.5%
+7,190
11
$488K 0.41%
+3,624
12
$417K 0.35%
+7,396
13
$326K 0.27%
+19,600
14
$320K 0.27%
+1
15
$259K 0.22%
+1,165
16
$206K 0.17%
+1,255