SIP
Sellwood Investment Partners Portfolio holdings
AUM $192M
AUM
$192M
AUM Growth
+$5.53M (+3%)
Cap. Flow
+$8.26M
Cap. Flow % of AUM
4.31%
Top 10 Holdings %Top 10 Hldgs %
89.36%
Holding
55
New
–
Increased
21
Reduced
10
Closed
16
Top Buys
| 1 | $1.86M | |
| 2 | $1.43M | |
| 3 | $1.39M | |
| 4 | $1.08M | |
| 5 | $710K |
Top Sells
| 1 | $904K | |
| 2 | $320K | |
| 3 | $117K | |
| 4 | $70.3K | |
| 5 | $22K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,140 | Closed | – | |||
| $0 | 0% | 0 -100 | Closed | – | |||
| $0 | 0% | 0 -129 | Closed | – | |||
| $0 | 0% | 0 -7 | Closed | – | |||
| $0 | 0% | 0 -542 | Closed | – |
