SP

Successful Portfolios Portfolio holdings

AUM $171M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.2M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$208K
3
+$205K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$182K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$167K

Top Sells

1
+$303K
2
+$270K
3
+$226K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$207K

Sector Composition

1 Technology 8.01%
2 Consumer Staples 6.65%
3 Industrials 6.22%
4 Communication Services 5.74%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 1%
35,670
-625
27
$897K 0.96%
6,443
-99
28
$888K 0.95%
17,444
-110
29
$868K 0.93%
16,060
-160
30
$868K 0.93%
11,543
-42
31
$839K 0.9%
14,683
+82
32
$824K 0.88%
16,699
+2,140
33
$821K 0.88%
27,355
+1,975
34
$803K 0.86%
2,726
-260
35
$755K 0.81%
15,778
-512
36
$732K 0.79%
13,878
-1,022
37
$720K 0.77%
23,428
+361
38
$680K 0.73%
29,283
39
$669K 0.72%
62,070
-9,300
40
$666K 0.71%
13,004
41
$650K 0.7%
5,745
-65
42
$610K 0.65%
7,259
-7
43
$602K 0.65%
4,155
-3
44
$595K 0.64%
23,492
-106
45
$583K 0.63%
5,237
-641
46
$582K 0.62%
7,278
-116
47
$563K 0.6%
5,039
-28
48
$542K 0.58%
4,739
-4
49
$542K 0.58%
10,215
-1,850
50
$540K 0.58%
12,018
+43
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2
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