SIP
Sellwood Investment Partners Portfolio holdings
AUM
$251M
1-Year Est. Return
9.49%
1 Year Est. Return
+9.49%
AUM
$251M
AUM Growth
+$41.9M
(+20%)
Holding
107
Top Buys
| 1 | +$5.5M | |
| 2 | +$5.08M | |
| 3 | +$2.79M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.76M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.6M |
Top Sells
| 1 | +$854K | |
| 2 | +$510K | |
| 3 | +$229K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$26.7K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
S&P Global
SPGI
$148B
| $973 | ﹤0.01% |
+2
|
|
||
102
SBA Communications
SBAC
$20.6B
| $967 | ﹤0.01% |
+5
|
|
||
103
Corteva
CTVA
$41.7B
| $812 | ﹤0.01% |
+12
|
|
||
104
Morgan Stanley
MS
$261B
| $795 | ﹤0.01% |
+5
|
|
||
105
McKesson
MCK
$101B
| $773 | ﹤0.01% |
+1
|
|
||
106
Gartner
IT
$18.8B
| $526 | ﹤0.01% |
+2
|
|
||
107
Kenvue
KVUE
$27.6B
| $519 | ﹤0.01% |
+32
|
|