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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.84%
20,283
-166
27
$1.26M 0.82%
51,312
+12,602
28
$1.25M 0.82%
7,744
+1
29
$1.24M 0.81%
8,158
+869
30
$1.24M 0.81%
36,135
-26
31
$1.24M 0.81%
27,140
+21,036
32
$1.23M 0.8%
13,847
-477
33
$1.2M 0.78%
12,251
-13
34
$1.15M 0.75%
13,334
+3,044
35
$1.15M 0.75%
22,159
+331
36
$1.09M 0.71%
6,022
+207
37
$1.09M 0.71%
9,847
38
$1.08M 0.7%
12,729
-890
39
$1.04M 0.68%
9,505
-67
40
$1.04M 0.68%
5,786
+396
41
$1.02M 0.67%
7,639
+106
42
$1M 0.65%
10,291
+286
43
$977K 0.64%
15,089
+266
44
$973K 0.63%
33,665
+2,754
45
$972K 0.63%
21,175
+879
46
$961K 0.63%
19,295
+1,471
47
$948K 0.62%
9,774
+3,724
48
$939K 0.61%
41,327
-56,720
49
$932K 0.61%
10,722
+165
50
$833K 0.54%
32,511
-735
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2
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