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
$251M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.08M
3
+$2.79M
4
BND icon
Vanguard Total Bond Market
BND
+$2.76M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.6M

Top Sells

1
+$854K
2
+$510K
3
+$229K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$26.7K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$14.9K

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
AVGO icon
76
Broadcom
AVGO
$1.75T
$3.3K ﹤0.01%
+10
PYPL icon
77
PayPal
PYPL
$64.8B
$3.22K ﹤0.01%
+48
MSI icon
78
Motorola Solutions
MSI
$67.7B
$3.2K ﹤0.01%
+7
CDNS icon
79
Cadence Design Systems
CDNS
$92.2B
$3.16K ﹤0.01%
+9
SCHH icon
80
Schwab US REIT ETF
SCHH
$8.2B
$3.06K ﹤0.01%
142
+46
CRH icon
81
CRH
CRH
$79.8B
$3K ﹤0.01%
+25
NOW icon
82
ServiceNow
NOW
$191B
$2.76K ﹤0.01%
+3
ADP icon
83
Automatic Data Processing
ADP
$105B
$2.64K ﹤0.01%
+9
BAC icon
84
Bank of America
BAC
$392B
$2.63K ﹤0.01%
+51
KO icon
85
Coca-Cola
KO
$296B
$2.52K ﹤0.01%
+38
IWR icon
86
iShares Russell Mid-Cap ETF
IWR
$44.5B
$2.32K ﹤0.01%
24
ABBV icon
87
AbbVie
ABBV
$385B
$2.31K ﹤0.01%
+10
USFD icon
88
US Foods
USFD
$16.4B
$2.3K ﹤0.01%
+30
LOW icon
89
Lowe's Companies
LOW
$134B
$2.26K ﹤0.01%
+9
PWR icon
90
Quanta Services
PWR
$67B
$2.07K ﹤0.01%
+5
CMG icon
91
Chipotle Mexican Grill
CMG
$41.9B
$1.96K ﹤0.01%
+50
KEYS icon
92
Keysight
KEYS
$31.4B
$1.75K ﹤0.01%
+10
MET icon
93
MetLife
MET
$53.1B
$1.65K ﹤0.01%
+20
HLT icon
94
Hilton Worldwide
HLT
$59.7B
$1.56K ﹤0.01%
+6
EFX icon
95
Equifax
EFX
$25.8B
$1.54K ﹤0.01%
+6
LLY icon
96
Eli Lilly
LLY
$772B
$1.53K ﹤0.01%
+2
DE icon
97
Deere & Co
DE
$125B
$1.37K ﹤0.01%
+3
SPG icon
98
Simon Property Group
SPG
$57.4B
$1.31K ﹤0.01%
+7
IWM icon
99
iShares Russell 2000 ETF
IWM
$70.7B
$1.21K ﹤0.01%
5
PRU icon
100
Prudential Financial
PRU
$36.4B
$1.04K ﹤0.01%
+10
1 2 3
4
5