SIP

Sellwood Investment Partners Portfolio holdings

AUM $251M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$33.4M
3
+$16.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$16.1M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.33%
2 Financials 0.23%
3 Consumer Discretionary 0.08%
4 Consumer Staples 0.05%
5 Communication Services 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$184K 0.1%
+2,068
27
$184K 0.1%
+1,370
28
$155K 0.08%
+385
29
$147K 0.08%
+589
30
$122K 0.07%
+660
31
$120K 0.06%
+285
32
$91.6K 0.05%
+100
33
$89.1K 0.05%
+406
34
$71.4K 0.04%
+246
35
$68.8K 0.04%
+1,140
36
$43.4K 0.02%
+228
37
$40.8K 0.02%
+129
38
$38.9K 0.02%
+68
39
$38.9K 0.02%
+100
40
$35.3K 0.02%
+292
41
$33.6K 0.02%
+140
42
$32.6K 0.02%
+110
43
$32.5K 0.02%
+140
44
$31.8K 0.02%
+54
45
$25.9K 0.01%
+542
46
$22.8K 0.01%
+100
47
$22.4K 0.01%
+296
48
$21.2K 0.01%
+384
49
$18.9K 0.01%
+30
50
$9.07K ﹤0.01%
+129
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