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
$93.2M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$208K
3
+$205K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$182K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$167K

Top Sells

1
+$303K
2
+$270K
3
+$226K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$207K

Sector Composition

1 Technology 8.01%
2 Consumer Staples 6.65%
3 Industrials 6.22%
4 Communication Services 5.74%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.57%
8,153
-231
52
$527K 0.57%
2,642
53
$505K 0.54%
6,080
-12
54
$497K 0.53%
35,979
-400
55
$490K 0.53%
119,240
-400
56
$487K 0.52%
4,169
-75
57
$483K 0.52%
8,834
-471
58
$478K 0.51%
4,155
-68
59
$469K 0.5%
6,453
+25
60
$464K 0.5%
8,402
-35
61
$464K 0.5%
3,726
-160
62
$441K 0.47%
11,002
-47
63
$440K 0.47%
9,294
-33
64
$434K 0.47%
2,247
-54
65
$433K 0.46%
14,265
-375
66
$433K 0.46%
3,749
-48
67
$427K 0.46%
1,174
+283
68
$426K 0.46%
3,688
-203
69
$422K 0.45%
4,979
70
$414K 0.44%
3,156
-9
71
$398K 0.43%
6,051
72
$393K 0.42%
15,050
73
$390K 0.42%
6,396
-4
74
$388K 0.42%
9,446
-462
75
$388K 0.42%
7,638
-200
1 2
3
4 5