Asset Manager
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Seven Post Investment Office LP
Market Value
$280M
+0.7%
Holdings
38
+4
New Purchases
5
Added To
8
Closed
1
Reduced
7
Top 10 Concentration
83.9%
Turnover
15.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SLV | 2.75% | 1.82% | +0.93% | $8M |
| PLD | 6.75% | 6.05% | +0.70% | $19M |
| SPY | 18.44% | 18.04% | +0.40% | $52M |
| GOOGL | 0.40% | 0.00% | +0.40% | $1M |
| AVGO | 0.39% | 0.00% | +0.39% | $1M |
| VCSH | 0.26% | 0.00% | +0.26% | $738K |
| GLDM | 2.11% | 1.90% | +0.21% | $6M |
| NVDA | 0.21% | 0.00% | +0.21% | $588K |
| COLD | 2.56% | 2.45% | +0.11% | $7M |
| GOOG | 0.08% | 0.00% | +0.08% | $226K |
| VT | 3.56% | 3.49% | +0.06% | $10M |
| EPD | 3.46% | 3.40% | +0.06% | $10M |
| AAPL | 0.48% | 0.45% | +0.03% | $1M |
| SGOL | 0.23% | 0.21% | +0.02% | $636K |
| IEFA | 0.66% | 0.64% | +0.01% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| OEF | 0.00% | 1.09% | -1.09% | $0 |
| VNQ | 26.61% | 27.44% | -0.83% | $74M |
| IVV | 0.27% | 0.93% | -0.66% | $753K |
| VTI | 5.62% | 6.06% | -0.45% | $16M |
| PSA | 2.80% | 3.10% | -0.30% | $8M |
| EQR | 7.31% | 7.49% | -0.19% | $20M |
| VEA | 5.16% | 5.29% | -0.13% | $14M |
| BRK-B | 0.76% | 0.87% | -0.11% | $2M |
| WMB | 1.33% | 1.41% | -0.08% | $4M |
| VWO | 1.27% | 1.31% | -0.03% | $4M |
| MSFT | 0.22% | 0.24% | -0.02% | $617K |
| IEMG | 0.18% | 0.18% | -0.01% | $493K |
| VOO | 0.08% | 0.08% | -0.00% | $221K |
| ELS | 4.22% | 4.23% | -0.00% | $12M |
| SKT | 0.10% | 0.10% | -0.00% | $267K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $90M | 32.2% |
| Large Cap | 21 | $181M | 64.9% |
| Mid Cap | 3 | $8M | 2.9% |
| Small Cap | 1 | $136K | 0.0% |
Portfolio Analytics
Avg Market Cap
$885.6B
Median Market Cap
$93.8B
Avg P/E
32.1
Median P/E
31.5
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
17
# ETFs / Funds
21
Top Holdings (38 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | 26.61% | 841,036 | $74M | $88.49 | -$2M | +7,850 | +0.9% | |
| 2 | SPY | 18.44% | 75,639 | $52M | $681.92 | $1M | +440 | +0.6% | |
| 3 | EQR | 7.31% | 324,146 | $20M | $63.04 | -$366K | +2,802 | +0.9% | |
| 4 | PLD | 6.75% | 147,828 | $19M | $127.66 | $2M | +1,155 | +0.8% | |
| 5 | VTI | 5.62% | 46,856 | $16M | $335.27 | -$1M | -4,432 | -8.6% | |
| 6 | VEA | 5.16% | 230,974 | $14M | $62.47 | -$246K | -13,935 | -5.7% | |
| 7 | ELS | 4.22% | 194,895 | $12M | $60.61 | $78K | +1,577 | +0.8% | |
| 8 | VT | 3.56% | 70,500 | $10M | $141.06 | $254K | +171 | +0.2% | |
| 9 | EPD | 3.46% | 302,130 | $10M | $32.06 | $239K | — | — | |
| 10 | PSA | 2.80% | 30,163 | $8M | $259.50 | -$787K | +342 | +1.1% | |
| 11 | SLV | 2.75% | 119,501 | $8M | $64.42 | $3M | — | — | |
| 12 | COLD | 2.56% | 555,865 | $7M | $12.86 | $345K | — | — | |
| 13 | GLDM | 2.11% | 69,111 | $6M | $85.37 | $638K | +286 | +0.4% | |
| 14 | WMB | 1.33% | 61,760 | $4M | $60.11 | -$200K | — | — | |
| 15 | VWO | 1.27% | 66,310 | $4M | $53.76 | -$70K | -787 | -1.2% | |
| 16 | BRK-B | 0.76% | 4,249 | $2M | $502.65 | -$286K | -569 | -11.8% | |
| 17 | IEFA | 0.66% | 20,507 | $2M | $89.46 | $44K | — | — | |
| 18 | AAPL | 0.48% | 4,951 | $1M | $271.86 | $85K | — | — | |
| 19 | VV | 0.43% | 3,800 | $1M | $314.80 | $26K | — | — | |
| 20 | GOOGL | 0.40% | 3,540 | $1M | $313.00 | — | +3,540 | — | NEW |
| 21 | AVGO | 0.39% | 3,147 | $1M | $346.10 | — | +3,147 | — | NEW |
| 22 | EFA | 0.39% | 11,268 | $1M | $96.03 | $30K | — | — | |
| 23 | IJR | 0.27% | 6,298 | $757K | $120.18 | $9K | — | — | |
| 24 | IVV | 0.27% | 1,100 | $753K | $684.94 | -$2M | -2,760 | -71.5% | |
| 25 | VCSH | 0.26% | 9,255 | $738K | $79.73 | — | +9,255 | — | NEW |
| 26 | VONV | 0.26% | 7,825 | $722K | $92.30 | $23K | — | — | |
| 27 | SGOL | 0.23% | 15,487 | $636K | $41.08 | $66K | — | — | |
| 28 | MSFT | 0.22% | 1,275 | $617K | $483.62 | -$44K | — | — | |
| 29 | NVDA | 0.21% | 3,151 | $588K | $186.50 | — | +3,151 | — | NEW |
| 30 | IEMG | 0.18% | 7,339 | $493K | $67.22 | -$14K | -354 | -4.6% | |
| 31 | ESGU | 0.13% | 2,532 | $377K | $148.98 | $9K | — | — | |
| 32 | ACWI | 0.13% | 2,488 | $352K | $141.49 | $8K | — | — | |
| 33 | AMZN | 0.10% | 1,200 | $277K | $230.82 | $14K | — | — | |
| 34 | SKT | 0.10% | 8,000 | $267K | $33.37 | -$4K | — | — | |
| 35 | GOOG | 0.08% | 720 | $226K | $313.80 | — | +720 | — | NEW |
| 36 | VOO | 0.08% | 352 | $221K | $627.13 | -$12K | -28 | -7.4% | |
| 37 | PEB | 0.05% | 12,000 | $136K | $11.32 | -$840 | — | — | |
| 38 | OEF | —% | — | — | — | -$3M | -9,086 | -100.0% | SOLD |