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
$147M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$326K
3
+$308K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$238K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K

Top Sells

1
+$232K
2
+$210K
3
+$207K
4
INTC icon
Intel
INTC
+$206K
5
CP icon
Canadian Pacific Kansas City
CP
+$203K

Sector Composition

1 Technology 15.6%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.26%
4 Healthcare 4.93%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.01%
59,737
+296
27
$1.47M 1%
23,673
+47
28
$1.46M 0.99%
9,316
-28
29
$1.44M 0.98%
6,890
30
$1.4M 0.95%
4,481
-25
31
$1.22M 0.83%
17,024
32
$1.15M 0.78%
23,008
-101
33
$1.05M 0.71%
1,269
+5
34
$1.04M 0.71%
8,736
35
$1.04M 0.71%
7,829
-152
36
$971K 0.66%
5,638
+225
37
$957K 0.65%
9,311
-308
38
$956K 0.65%
8,244
-75
39
$929K 0.63%
6,402
-100
40
$916K 0.62%
4,723
+106
41
$874K 0.59%
8,857
-159
42
$840K 0.57%
6,335
-25
43
$798K 0.54%
4,812
-26
44
$797K 0.54%
11,250
+2
45
$788K 0.54%
39,861
-507
46
$765K 0.52%
8,314
47
$745K 0.51%
7,534
-161
48
$722K 0.49%
1,253
49
$710K 0.48%
2,894
+1
50
$700K 0.48%
9,148
+430
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