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SPIO

Seven Post Investment Office Portfolio holdings

AUM $310M
1-Year Est. Return 7.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$711K
3
+$558K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$141K
5
EQR icon
Equity Residential
EQR
+$141K

Top Sells

1
+$820K
2
+$409K
3
+$63.9K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$34.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.8K

Sector Composition

1 Real Estate 23.47%
2 Energy 4.81%
3 Financials 0.87%
4 Technology 0.69%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 27.44%
833,186
+7,839
2
$50.1M 18.04%
75,199
+3,334
3
$20.8M 7.49%
321,344
+2,154
4
$16.8M 6.06%
51,288
-50
5
$16.8M 6.05%
146,673
+1,281
6
$14.7M 5.29%
244,909
+9,570
7
$11.7M 4.23%
193,318
+1,592
8
$9.69M 3.49%
70,329
+75
9
$9.45M 3.4%
302,130
10
$8.61M 3.1%
29,821
+297
11
$6.8M 2.45%
555,865
12
$5.26M 1.9%
68,825
13
$5.06M 1.82%
119,501
14
$3.91M 1.41%
61,760
15
$3.64M 1.31%
67,097
+2,742
16
$3.02M 1.09%
9,086
17
$2.58M 0.93%
3,860
18
$2.42M 0.87%
4,818
-132
19
$1.79M 0.64%
20,507
20
$1.26M 0.45%
4,951
21
$1.17M 0.42%
3,800
22
$1.05M 0.38%
11,268
-9,021
23
$748K 0.27%
6,298
24
$699K 0.25%
7,825
25
$660K 0.24%
1,275
1
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