SIP
Sellwood Investment Partners Portfolio holdings
AUM $209M
This Quarter Return
-1.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.33%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$39.8M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
+$33.4M |
| 3 |
PIMCO RAFI ESG US ETF
RAFE
|
+$16.9M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$16.1M |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
+$14.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Financials | 0.23% |
| 3 | Consumer Discretionary | 0.08% |
| 4 | Consumer Staples | 0.05% |
| 5 | Communication Services | 0.02% |
