SIP
Sellwood Investment Partners Portfolio holdings
AUM
$256M
1-Year Est. Return
12.97%
This Fund
S&P 500
1 Year Est. Return
+12.97%
AUM
$256M
AUM Growth
+$4.87M
(+1.9%)
Holding
107
Top Buys
| 1 | +$4.62M | |
| 2 | +$3.18M | |
| 3 | +$1.96M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.01M |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$439K |
Top Sells
| 1 | +$2.46M | |
| 2 | +$2.21M | |
| 3 | +$1.83M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.39M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1M |
Sector Composition
| 1 | Financials | 0.71% |
| 2 | Communication Services | 0.06% |
| 3 | Healthcare | 0.03% |
| 4 | Energy | 0.03% |
| 5 | Industrials | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SBA Communications
SBAC
$19.6B
| – | – |
-5
|
|
||
102
Simon Property Group
SPG
$62.5B
| – | – |
-7
|
|
||
103
S&P Global
SPGI
$160B
| – | – |
-2
|
|
||
104
UnitedHealth
UNH
$260B
| – | – |
-601
|
|
||
105
Union Pacific
UNP
$139B
| – | – |
-33
|
|
||
106
US Foods
USFD
$18.6B
| – | – |
-30
|
|
||
107
Vanguard Small-Cap Value ETF
VBR
$33.9B
| – | – |
-11,796
|
|