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
51
$8.8K ﹤0.01%
+330
52
$8.13K ﹤0.01%
+92
53
$2.02K ﹤0.01%
+96
54
$1.68K ﹤0.01%
+7
55
$1.1K ﹤0.01%
+5
1 2
3