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
$149M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.87%
20,444
-1
27
$1.21M 0.81%
15,637
+1,171
28
$1.2M 0.8%
14,259
-314
29
$1.19M 0.8%
7,743
+100
30
$1.18M 0.79%
19,962
+4,362
31
$1.15M 0.77%
36,503
-182
32
$1.14M 0.76%
14,843
-91
33
$1.13M 0.76%
21,887
-798
34
$1.08M 0.73%
12,399
-26
35
$1.04M 0.7%
9,572
-25
36
$1.03M 0.7%
7,200
+325
37
$1.02M 0.69%
8,988
-837
38
$998K 0.67%
10,571
-637
39
$978K 0.66%
5,870
+8
40
$959K 0.65%
22,099
+885
41
$959K 0.65%
18,980
-1,938
42
$942K 0.63%
36,518
-3,596
43
$911K 0.61%
10,013
-9
44
$904K 0.61%
34,525
-273
45
$871K 0.59%
29,566
+825
46
$866K 0.58%
10,144
-120
47
$841K 0.57%
9,822
-1,585
48
$784K 0.53%
5,415
+135
49
$756K 0.51%
14,410
-334
50
$756K 0.51%
6,718
-120
1
2
3 4 5