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
$540M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$4.64M
3
+$1.97M
4
BZFD icon
BuzzFeed
BZFD
+$1.88M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.56M

Top Sells

1
+$2.6M
2
+$2.5M
3
+$1.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$498K
5
SHOP icon
Shopify
SHOP
+$378K

Sector Composition

1 Industrials 26.89%
2 Technology 22.89%
3 Real Estate 11.05%
4 Communication Services 2.97%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$132M 24.48%
247,076
2
$108M 19.91%
+163,590
3
$65.6M 12.16%
783,594
-1,014
4
$37.4M 6.92%
68,653
+544
5
$21.4M 3.97%
308,908
+5,669
6
$17.9M 3.31%
159,301
+1,208
7
$17.5M 3.25%
158,584
+41,954
8
$16M 2.96%
59,778
+5,814
9
$12.8M 2.38%
97,965
+191
10
$12.1M 2.25%
186,095
+1,411
11
$11.1M 2.06%
224,714
-10,079
12
$10.4M 1.92%
56,932
13
$10.1M 1.87%
26,408
14
$8.21M 1.52%
28,554
-395
15
$8M 1.48%
71,040
+109
16
$6.35M 1.18%
239,000
17
$5.19M 0.96%
89,450
+5,980
18
$3.93M 0.73%
89,865
-6,935
19
$3.65M 0.68%
75,286
-670
20
$2.89M 0.54%
6,462
+4,400
21
$2.52M 0.47%
11,979
+3
22
$2.37M 0.44%
5,838
+1,659
23
$2.11M 0.39%
3,860
24
$1.97M 0.36%
18,700
25
$1.88M 0.35%
+681,428
1
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