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
$176M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$854K
3
+$672K
4
SHEL icon
Shell
SHEL
+$580K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$525K

Top Sells

1
+$698K
2
+$625K
3
+$553K
4
IXG icon
iShares Global Financials ETF
IXG
+$295K
5
EOG icon
EOG Resources
EOG
+$279K

Sector Composition

1 Technology 12.68%
2 Consumer Staples 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.13%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.43%
14,744
+60
52
$756K 0.43%
10,424
+75
53
$755K 0.43%
23,850
+100
54
$754K 0.43%
2,645
-10
55
$749K 0.43%
5,037
-199
56
$733K 0.42%
1,436
-24
57
$715K 0.41%
3,336
58
$702K 0.4%
12,380
59
$696K 0.4%
17,368
-2,498
60
$695K 0.4%
13,653
-3,670
61
$692K 0.39%
6,462
-63
62
$674K 0.38%
6,150
+200
63
$662K 0.38%
1,150
+61
64
$658K 0.37%
23,711
-760
65
$647K 0.37%
8,135
+976
66
$641K 0.36%
2,346
-9
67
$640K 0.36%
14,562
-6,036
68
$617K 0.35%
6,404
-2,463
69
$617K 0.35%
26,107
-200
70
$610K 0.35%
5,276
+142
71
$608K 0.35%
2,747
+9
72
$599K 0.34%
1,534
73
$594K 0.34%
5,657
+100
74
$590K 0.34%
15,762
75
$588K 0.33%
7,172
+67
1 2
3
4 5