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
$284M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.2M
3
+$2.36M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
VTV icon
Vanguard Value ETF
VTV
+$1.26M

Top Sells

1
+$1.25M
2
+$475K
3
+$436K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$253K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$217K

Sector Composition

1 Industrials 23.14%
2 Real Estate 18.85%
3 Technology 3.86%
4 Financials 1.59%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 21.82%
752,486
+606
2
$59.1M 20.78%
247,076
3
$25.9M 9.1%
67,697
+2,233
4
$17.4M 6.11%
154,127
5
$17M 5.96%
287,505
+4
6
$11.7M 4.11%
181,050
7
$11.3M 3.99%
270,201
-11,320
8
$10.7M 3.76%
55,869
+32,321
9
$7.53M 2.65%
26,875
10
$6.64M 2.33%
106,240
+393
11
$6.34M 2.23%
73,555
+152
12
$5.2M 1.83%
+89,932
13
$5.09M 1.79%
108,981
+22,088
14
$4.59M 1.61%
34,629
15
$4.04M 1.42%
103,743
-6,480
16
$2.94M 1.03%
121,748
+97,786
17
$2.78M 0.98%
26,408
18
$2.12M 0.75%
10,415
19
$2M 0.7%
10,918
20
$1.78M 0.63%
13,694
+2
21
$1.73M 0.61%
26,365
-1,672
22
$1.33M 0.47%
+4,303
23
$1.26M 0.44%
+8,945
24
$869K 0.31%
+18,611
25
$868K 0.31%
18,700
1
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