SPIO
Seven Post Investment Office Portfolio holdings
AUM
$265M
This Quarter Return
-5.95%
1 Year Return
+2.53%
3 Year Return
+50.61%
5 Year Return
+78.06%
10 Year Return
+110.03%
AUM
$140M
AUM Growth
+$140M
(-5.3%)
Cap. Flow
+$1.96M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
96.08%
Holding
25
New
3
Increased
6
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$439K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$431K |
| 3 |
PRA Group
PRAA
|
$287K |
| 4 |
KKR & Co
KKR
|
$285K |
| 5 |
Medtronic
MDT
|
$219K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 59.94% |
| 2 | Real Estate | 9.08% |
| 3 | Technology | 4.61% |
| 4 | Energy | 2.31% |
| 5 | Healthcare | 0.89% |
