Asset Manager
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Seven Post Investment Office LP
Market Value
$278M
+4.6%
Holdings
34
-7
New Purchases
0
Added To
9
Closed
1
Reduced
4
Top 10 Concentration
84.6%
Turnover
2.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 18.04% | 16.73% | +1.32% | $50M |
| SLV | 1.82% | 1.48% | +0.35% | $5M |
| PLD | 6.05% | 5.76% | +0.29% | $17M |
| VEA | 5.29% | 5.05% | +0.23% | $15M |
| GLDM | 1.90% | 1.70% | +0.20% | $5M |
| VTI | 6.06% | 5.88% | +0.18% | $17M |
| VWO | 1.31% | 1.20% | +0.11% | $4M |
| VT | 3.49% | 3.40% | +0.09% | $10M |
| AAPL | 0.45% | 0.38% | +0.07% | $1M |
| OEF | 1.09% | 1.04% | +0.05% | $3M |
| IVV | 0.93% | 0.90% | +0.03% | $3M |
| VV | 0.42% | 0.41% | +0.01% | $1M |
| IJR | 0.27% | 0.26% | +0.01% | $748K |
| SGOL | 0.21% | 0.20% | +0.01% | $570K |
| IEMG | 0.18% | 0.17% | +0.01% | $507K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COLD | 2.45% | 3.48% | -1.03% | $7M |
| EQR | 7.49% | 8.12% | -0.62% | $21M |
| EFA | 0.38% | 0.68% | -0.30% | $1M |
| VNQ | 27.44% | 27.69% | -0.26% | $76M |
| ELS | 4.23% | 4.45% | -0.23% | $12M |
| PSA | 3.10% | 3.26% | -0.16% | $9M |
| PLTR | 0.00% | 0.15% | -0.15% | $0 |
| EPD | 3.40% | 3.53% | -0.13% | $9M |
| WMB | 1.41% | 1.46% | -0.05% | $4M |
| BRK-B | 0.87% | 0.91% | -0.03% | $2M |
| AMZN | 0.09% | 0.10% | -0.00% | $263K |
| MSFT | 0.24% | 0.24% | -0.00% | $660K |
| IEFA | 0.64% | 0.64% | -0.00% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 10 | $89M | 32.1% |
| Large Cap | 20 | $181M | 65.1% |
| Mid Cap | 4 | $8M | 2.8% |
Portfolio Analytics
Avg Market Cap
$602.5B
Median Market Cap
$82.3B
Avg P/E
36.1
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
14
# ETFs / Funds
20
Top Holdings (34 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | 27.44% | 833,186 | $76M | $91.42 | $3M | +7,839 | +0.9% | |
| 2 | SPY | 18.04% | 75,199 | $50M | $666.18 | $6M | +3,334 | +4.6% | |
| 3 | EQR | 7.49% | 321,344 | $21M | $64.73 | -$742K | +2,154 | +0.7% | |
| 4 | VTI | 6.06% | 51,288 | $17M | $328.17 | $1M | -50 | -0.1% | |
| 5 | PLD | 6.05% | 146,673 | $17M | $114.52 | $2M | +1,281 | +0.9% | |
| 6 | VEA | 5.29% | 244,909 | $15M | $59.92 | $1M | +9,570 | +4.1% | |
| 7 | ELS | 4.23% | 193,318 | $12M | $60.70 | -$89K | +1,592 | +0.8% | |
| 8 | VT | 3.49% | 70,329 | $10M | $137.80 | $662K | +75 | +0.1% | |
| 9 | EPD | 3.40% | 302,130 | $9M | $31.27 | $79K | — | — | |
| 10 | PSA | 3.10% | 29,821 | $9M | $288.85 | -$49K | +297 | +1.0% | |
| 11 | COLD | 2.45% | 555,865 | $7M | $12.24 | -$2M | — | — | |
| 12 | GLDM | 1.90% | 68,825 | $5M | $76.45 | $752K | — | — | |
| 13 | SLV | 1.82% | 119,501 | $5M | $42.37 | $1M | — | — | |
| 14 | WMB | 1.41% | 61,760 | $4M | $63.35 | $33K | — | — | |
| 15 | VWO | 1.31% | 67,097 | $4M | $54.18 | $452K | +2,742 | +4.3% | |
| 16 | OEF | 1.09% | 9,086 | $3M | $332.84 | $259K | — | — | |
| 17 | IVV | 0.93% | 3,860 | $3M | $669.30 | $187K | — | — | |
| 18 | BRK-B | 0.87% | 4,818 | $2M | $502.74 | $18K | -132 | -2.7% | |
| 19 | IEFA | 0.64% | 20,507 | $2M | $87.31 | $79K | — | — | |
| 20 | AAPL | 0.45% | 4,951 | $1M | $254.63 | $245K | — | — | |
| 21 | VV | 0.42% | 3,800 | $1M | $307.86 | $86K | — | — | |
| 22 | EFA | 0.38% | 11,268 | $1M | $93.37 | -$762K | -9,021 | -44.5% | |
| 23 | IJR | 0.27% | 6,298 | $748K | $118.83 | $60K | — | — | |
| 24 | VONV | 0.25% | 7,825 | $699K | $89.37 | $33K | — | — | |
| 25 | MSFT | 0.24% | 1,275 | $660K | $517.95 | $26K | — | — | |
| 26 | SGOL | 0.21% | 15,487 | $570K | $36.81 | $49K | -1,040 | -6.3% | |
| 27 | IEMG | 0.18% | 7,693 | $507K | $65.92 | $45K | — | — | |
| 28 | ESGU | 0.13% | 2,532 | $369K | $145.60 | $26K | — | — | |
| 29 | ACWI | 0.12% | 2,488 | $344K | $138.24 | $24K | — | — | |
| 30 | SKT | 0.10% | 8,000 | $271K | $33.84 | $26K | — | — | |
| 31 | AMZN | 0.09% | 1,200 | $263K | $219.57 | $216 | — | — | |
| 32 | VOO | 0.08% | 380 | $233K | $612.38 | $17K | — | — | |
| 33 | PEB | 0.05% | 12,000 | $137K | $11.39 | $17K | — | — | |
| 34 | PLTR | —% | — | — | — | -$409K | -3,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| PLTR | — | —% |