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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.05%
11,467
-48
27
$1.46M 0.99%
22,618
+790
28
$1.44M 0.97%
31,754
-184
29
$1.43M 0.97%
56,518
+4,954
30
$1.4M 0.95%
7,087
-400
31
$1.38M 0.93%
4,534
-71
32
$1.32M 0.89%
6,520
-761
33
$1.22M 0.83%
17,022
+46
34
$1.17M 0.79%
23,631
-4,804
35
$1.1M 0.75%
1,247
36
$1.06M 0.72%
8,860
+240
37
$1.02M 0.69%
8,740
-100
38
$967K 0.65%
7,980
-98
39
$953K 0.64%
11,270
-143
40
$905K 0.61%
4,571
+107
41
$876K 0.59%
4,813
+419
42
$873K 0.59%
9,078
+184
43
$846K 0.57%
41,138
-898
44
$792K 0.54%
4,884
-28
45
$778K 0.53%
7,687
-35
46
$773K 0.52%
6,811
-132
47
$750K 0.51%
8,313
-10
48
$740K 0.5%
6,488
49
$716K 0.48%
1,251
+12
50
$700K 0.47%
4,118
-107
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