SIP

Sellwood Investment Partners Portfolio holdings

AUM $256M
1-Year Est. Return 12.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.46M
3
+$1.38M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$698K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$569K

Top Sells

1
+$1.06M
2
+$407K
3
+$312K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$253K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$216K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.04%
3 Energy 0.03%
4 Consumer Discretionary 0.02%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.27%
+14,431
27
$476K 0.23%
14,914
28
$412K 0.2%
5,467
+61
29
$380K 0.18%
7,188
+665
30
$276K 0.13%
+7,261
31
$231K 0.11%
476
-21
32
$206K 0.1%
2,313
-335
33
$163K 0.08%
385
34
$128K 0.06%
660
35
$125K 0.06%
+448
36
$109K 0.05%
+616
37
$57.6K 0.03%
+550
38
$55.4K 0.03%
+387
39
$21.9K 0.01%
391
+5
40
$21K 0.01%
296
41
$15.8K 0.01%
+200
42
$14.7K 0.01%
40
43
$13.1K 0.01%
64
44
$13K 0.01%
21
45
$10.8K 0.01%
129
46
$5.92K ﹤0.01%
197
+1
47
$2.21K ﹤0.01%
24
48
$2.03K ﹤0.01%
96
49
$1.08K ﹤0.01%
5
1
2