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
$176M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$854K
3
+$672K
4
SHEL icon
Shell
SHEL
+$580K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$525K

Top Sells

1
+$698K
2
+$625K
3
+$553K
4
IXG icon
iShares Global Financials ETF
IXG
+$295K
5
EOG icon
EOG Resources
EOG
+$279K

Sector Composition

1 Technology 12.68%
2 Consumer Staples 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.13%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.8%
5,712
-67
27
$1.41M 0.8%
36,685
-648
28
$1.39M 0.79%
7,833
+778
29
$1.35M 0.77%
22,685
+325
30
$1.35M 0.77%
13,469
31
$1.32M 0.75%
10,022
-40
32
$1.28M 0.73%
12,425
-338
33
$1.27M 0.72%
20,445
+2,155
34
$1.24M 0.71%
7,643
-87
35
$1.23M 0.7%
14,466
-5
36
$1.22M 0.7%
9,825
-4,441
37
$1.14M 0.65%
9,597
-55
38
$1.11M 0.63%
6,875
+500
39
$1.08M 0.62%
20,918
-1,867
40
$1.07M 0.61%
34,798
+189
41
$1.07M 0.61%
40,114
-508
42
$1.07M 0.61%
21,214
+584
43
$1.04M 0.59%
10,264
-671
44
$981K 0.56%
5,862
-65
45
$942K 0.54%
11,407
46
$932K 0.53%
6,838
-101
47
$924K 0.53%
15,600
+8,020
48
$860K 0.49%
5,280
+26
49
$852K 0.49%
28,741
-1,010
50
$850K 0.48%
17,152
-153
1
2
3 4 5