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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$770K 0.47%
6,673
-123
52
$755K 0.46%
27,654
-1,306
53
$752K 0.46%
6,675
+1
54
$746K 0.45%
24,050
+850
55
$727K 0.44%
11,527
+50
56
$705K 0.43%
2,655
57
$700K 0.42%
4,124
58
$697K 0.42%
5,950
59
$695K 0.42%
26,507
60
$694K 0.42%
3,339
+10
61
$683K 0.41%
3,012
+556
62
$680K 0.41%
4,094
+30
63
$647K 0.39%
4,473
+1,979
64
$638K 0.39%
6,069
+169
65
$636K 0.39%
7,487
+472
66
$634K 0.38%
20,280
+78
67
$626K 0.38%
10,349
+50
68
$616K 0.37%
7,171
69
$612K 0.37%
5,753
+36
70
$607K 0.37%
1,515
-20
71
$597K 0.36%
5,564
+273
72
$586K 0.36%
14,212
-74
73
$583K 0.35%
10,980
+2,851
74
$569K 0.34%
5,253
-2
75
$559K 0.34%
3,771
+10
1 2
3
4 5