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
76
$3.3K ﹤0.01%
+10
77
$3.22K ﹤0.01%
+48
78
$3.2K ﹤0.01%
+7
79
$3.16K ﹤0.01%
+9
80
$3.06K ﹤0.01%
142
+46
81
$3K ﹤0.01%
+25
82
$2.76K ﹤0.01%
+15
83
$2.64K ﹤0.01%
+9
84
$2.63K ﹤0.01%
+51
85
$2.52K ﹤0.01%
+38
86
$2.32K ﹤0.01%
24
87
$2.31K ﹤0.01%
+10
88
$2.3K ﹤0.01%
+30
89
$2.26K ﹤0.01%
+9
90
$2.07K ﹤0.01%
+5
91
$1.96K ﹤0.01%
+50
92
$1.75K ﹤0.01%
+10
93
$1.65K ﹤0.01%
+20
94
$1.56K ﹤0.01%
+6
95
$1.54K ﹤0.01%
+6
96
$1.53K ﹤0.01%
+2
97
$1.37K ﹤0.01%
+3
98
$1.31K ﹤0.01%
+7
99
$1.21K ﹤0.01%
5
100
$1.04K ﹤0.01%
+10
1 2 3
4
5