Asset Manager
← All Institutions
Seven Post Investment Office LP
Market Value
$310M
+10.7%
Holdings
38
New Purchases
1
Added To
10
Closed
2
Reduced
8
Top 10 Concentration
81.4%
Turnover
7.9%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 14.67% | 18.44% | -3.77% | $45M |
| VNQ | 24.36% | 26.61% | -2.25% | $75M |
| VEA | 4.14% | 5.16% | -1.01% | $13M |
| VTI | 4.80% | 5.62% | -0.82% | $15M |
| COLD | 2.06% | 2.56% | -0.50% | $6M |
| VT | 3.13% | 3.56% | -0.42% | $10M |
| AVGO | 0.00% | 0.39% | -0.39% | $0 |
| PLD | 6.36% | 6.75% | -0.38% | $20M |
| ELS | 3.96% | 4.22% | -0.26% | $12M |
| VWO | 1.10% | 1.27% | -0.18% | $3M |
| PSA | 2.67% | 2.80% | -0.13% | $8M |
| SLV | 2.63% | 2.75% | -0.12% | $8M |
| VOO | 0.00% | 0.08% | -0.08% | $0 |
| AAPL | 0.41% | 0.48% | -0.08% | $1M |
| MSFT | 0.15% | 0.22% | -0.07% | $472K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 14 | $100M | 32.3% |
| Large Cap | 20 | $202M | 65.2% |
| Mid Cap | 4 | $8M | 2.5% |
Portfolio Analytics
Avg Market Cap
$968.7B
Median Market Cap
$101.5B
Avg P/E
25.2
Median P/E
27.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
18
# ETFs / Funds
20
Top Holdings (38 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | 24.36% | 849,940 | $75M | $88.70 | $966K | +8,904 | +1.1% | |
| 2 | SPY | 14.67% | 69,811 | $45M | $650.34 | -$6M | -5,828 | -7.7% | |
| 3 | EQR | 11.33% | 593,090 | $35M | $59.15 | $15M | +268,944 | +83.0% | |
| 4 | PLD | 6.36% | 149,038 | $20M | $132.18 | $828K | +1,210 | +0.8% | |
| 5 | BRK-A | 4.87% | 21 | $15M | $718,140.00 | — | +21 | — | NEW |
| 6 | VTI | 4.80% | 46,265 | $15M | $320.81 | -$867K | -591 | -1.3% | |
| 7 | VEA | 4.14% | 200,180 | $13M | $64.08 | -$2M | -30,794 | -13.3% | |
| 8 | ELS | 3.96% | 196,584 | $12M | $62.42 | $458K | +1,689 | +0.9% | |
| 9 | EPD | 3.72% | 304,608 | $12M | $37.84 | $2M | +2,478 | +0.8% | |
| 10 | VT | 3.13% | 70,103 | $10M | $138.32 | -$248K | -397 | -0.6% | |
| 11 | PSA | 2.67% | 30,497 | $8M | $270.88 | $434K | +334 | +1.1% | |
| 12 | SLV | 2.63% | 119,501 | $8M | $68.14 | $445K | — | — | |
| 13 | BRK-B | 2.37% | 15,302 | $7M | $479.20 | $5M | +11,053 | +260.1% | |
| 14 | GLDM | 2.11% | 70,501 | $7M | $92.69 | $635K | +1,390 | +2.0% | |
| 15 | COLD | 2.06% | 555,865 | $6M | $11.46 | -$778K | — | — | |
| 16 | WMB | 1.45% | 61,760 | $4M | $72.78 | $782K | — | — | |
| 17 | VWO | 1.10% | 62,883 | $3M | $54.05 | -$166K | -3,427 | -5.2% | |
| 18 | IEFA | 0.60% | 20,507 | $2M | $90.53 | $22K | — | — | |
| 19 | AAPL | 0.41% | 4,951 | $1M | $253.79 | -$89K | — | — | |
| 20 | VV | 0.37% | 3,800 | $1M | $298.85 | -$61K | — | — | |
| 21 | EFA | 0.35% | 11,268 | $1M | $97.13 | $12K | — | — | |
| 22 | GOOGL | 0.33% | 3,540 | $1M | $287.56 | -$90K | — | — | |
| 23 | SGOL | 0.29% | 20,093 | $897K | $44.62 | $260K | +4,606 | +29.7% | |
| 24 | IJR | 0.25% | 6,298 | $783K | $124.31 | $26K | — | — | |
| 25 | VONV | 0.24% | 7,825 | $734K | $93.74 | $11K | — | — | |
| 26 | IVV | 0.23% | 1,100 | $719K | $653.21 | -$35K | — | — | |
| 27 | VCSH | 0.20% | 7,774 | $616K | $79.27 | -$122K | -1,481 | -16.0% | |
| 28 | IEMG | 0.17% | 7,324 | $511K | $69.75 | $18K | -15 | -0.2% | |
| 29 | NVDA | 0.16% | 2,920 | $509K | $174.40 | -$78K | -231 | -7.3% | |
| 30 | MSFT | 0.15% | 1,275 | $472K | $370.17 | -$145K | — | — | |
| 31 | ESGU | 0.12% | 2,532 | $358K | $141.42 | -$19K | — | — | |
| 32 | ACWI | 0.11% | 2,494 | $345K | $138.37 | -$7K | +6 | +0.2% | |
| 33 | SKT | 0.09% | 8,000 | $272K | $33.98 | $5K | — | — | |
| 34 | AMZN | 0.08% | 1,200 | $250K | $208.27 | -$27K | — | — | |
| 35 | GOOG | 0.07% | 720 | $207K | $286.86 | -$19K | — | — | |
| 36 | PEB | 0.05% | 12,000 | $152K | $12.63 | $16K | — | — | |
| 37 | VOO | —% | — | — | — | -$221K | -352 | -100.0% | SOLD |
| 38 | AVGO | —% | — | — | — | -$1M | -3,147 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| BRK-A | $15M | 4.87% |