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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.88%
10,736
27
$1.37M 0.83%
37,348
-19
28
$1.37M 0.83%
9,612
-188
29
$1.36M 0.82%
13,570
-3
30
$1.32M 0.8%
5,733
-514
31
$1.28M 0.78%
12,497
-7
32
$1.27M 0.77%
13,483
+35
33
$1.26M 0.76%
44,388
-62
34
$1.25M 0.76%
18,978
+1,210
35
$1.18M 0.72%
34,727
+62
36
$1.16M 0.71%
7,063
+5
37
$1.12M 0.68%
10,776
+315
38
$1.06M 0.64%
14,469
+431
39
$1.06M 0.64%
6,793
+138
40
$1.03M 0.62%
19,853
+5,384
41
$1.02M 0.62%
6,582
+15
42
$995K 0.6%
18,380
43
$934K 0.57%
16,671
+1,052
44
$873K 0.53%
8,140
-1,438
45
$871K 0.53%
15,520
+39
46
$846K 0.51%
27,596
47
$840K 0.51%
7,249
48
$840K 0.51%
18,607
+435
49
$830K 0.5%
2,386
+52
50
$823K 0.5%
25,022
-1,127
1
2
3 4 5