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
101
$973 ﹤0.01%
+2
102
$967 ﹤0.01%
+5
103
$812 ﹤0.01%
+12
104
$795 ﹤0.01%
+5
105
$773 ﹤0.01%
+1
106
$526 ﹤0.01%
+2
107
$519 ﹤0.01%
+32
1 2 3 4
5