SIP

Sellwood Investment Partners Portfolio holdings

AUM $254M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.07M
3
+$2.73M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.68M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.59M

Top Sells

1
+$821K
2
+$492K
3
+$221K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$25.4K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$14.8K

Sector Composition

1 Financials 0.74%
2 Healthcare 0.15%
3 Consumer Discretionary 0.14%
4 Technology 0.1%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.4K 0.02%
+270
52
$49.2K 0.02%
+95
53
$35.3K 0.01%
+74
54
$34.4K 0.01%
135
+71
55
$28.2K 0.01%
+100
56
$27K 0.01%
+123
57
$25.8K 0.01%
+494
58
$22.5K 0.01%
395
+4
59
$20.6K 0.01%
+216
60
$20.6K 0.01%
+28
61
$19.4K 0.01%
+21
62
$18K 0.01%
215
+15
63
$16.1K 0.01%
+34
64
$14.1K 0.01%
21
65
$11.3K ﹤0.01%
129
66
$10.1K ﹤0.01%
+201
67
$8.8K ﹤0.01%
+105
68
$7.84K ﹤0.01%
+51
69
$7.8K ﹤0.01%
+33
70
$6.99K ﹤0.01%
+62
71
$6.56K ﹤0.01%
197
72
$6.12K ﹤0.01%
+33
73
$5.07K ﹤0.01%
+151
74
$4.1K ﹤0.01%
+13
75
$3.41K ﹤0.01%
+6
1 2
3
4 5