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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.87%
13,331
-516
27
$1.36M 0.86%
24,701
+2,542
28
$1.33M 0.83%
8,625
+467
29
$1.27M 0.8%
20,470
+187
30
$1.26M 0.79%
49,878
-1,434
31
$1.24M 0.78%
12,292
+41
32
$1.24M 0.78%
10,064
-227
33
$1.23M 0.77%
12,263
-1,132
34
$1.23M 0.77%
7,701
-43
35
$1.21M 0.76%
15,722
-248
36
$1.18M 0.74%
7,619
-159
37
$1.15M 0.72%
35,848
-287
38
$1.11M 0.7%
11,073
+351
39
$1.08M 0.68%
5,946
-76
40
$1.08M 0.68%
10,912
+1,138
41
$1.06M 0.67%
9,673
-174
42
$1.03M 0.65%
21,228
+53
43
$939K 0.59%
9,274
-231
44
$932K 0.59%
9,954
+877
45
$919K 0.58%
7,052
-587
46
$914K 0.57%
5,603
-183
47
$876K 0.55%
29,955
-3,710
48
$870K 0.55%
9,621
-3,108
49
$858K 0.54%
16,970
-2,325
50
$836K 0.52%
31,489
-1,022
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2
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