SPIO
Seven Post Investment Office Portfolio holdings
AUM
$265M
This Quarter Return
+2.54%
1 Year Return
+2.53%
3 Year Return
+50.61%
5 Year Return
+78.06%
10 Year Return
+110.03%
AUM
$147M
AUM Growth
+$147M
(+4.2%)
Cap. Flow
+$3.16M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
96.79%
Holding
22
New
–
Increased
5
Reduced
1
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.34M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.36M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.02M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$44.3K |
| 5 |
Matsons
MATX
|
$39.9K |
Top Sells
| 1 |
ALEX
Alexander & Baldwin
ALEX
|
$3.65M |
Sector Composition
| 1 | Industrials | 63.8% |
| 2 | Real Estate | 8.04% |
| 3 | Technology | 4.09% |
| 4 | Energy | 2.3% |
| 5 | Healthcare | 0.76% |
