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
$192M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.43M
3
+$1.39M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.08M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$710K

Top Sells

1
+$904K
2
+$320K
3
+$184K
4
MSFT icon
Microsoft
MSFT
+$120K
5
AAPL icon
Apple
AAPL
+$117K

Sector Composition

1 Financials 0.14%
2 Consumer Discretionary 0.02%
3 Technology 0.01%
4 Communication Services 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$265K 0.14%
497
-132
27
$240K 0.13%
2,648
+580
28
$139K 0.07%
385
29
$124K 0.06%
660
30
$22.3K 0.01%
386
+2
31
$18.8K 0.01%
296
32
$14.7K 0.01%
40
-60
33
$14.2K 0.01%
64
-525
34
$11.8K 0.01%
21
-33
35
$9.76K 0.01%
129
36
$5.41K ﹤0.01%
196
-134
37
$2.06K ﹤0.01%
96
38
$2.04K ﹤0.01%
24
-68
39
$997 ﹤0.01%
5
40
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-542
41
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-7
42
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43
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-100
44
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-1,140
45
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-1,370
46
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47
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48
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-30
49
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-68
50
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-228
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