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
$149M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.5%
10,419
-5
52
$732K 0.49%
1,424
-12
53
$693K 0.47%
9,876
+4,166
54
$687K 0.46%
13,546
-107
55
$653K 0.44%
6,135
-15
56
$649K 0.44%
7,122
-50
57
$639K 0.43%
17,082
-70
58
$611K 0.41%
8,125
-10
59
$608K 0.41%
3,331
-5
60
$608K 0.41%
23,250
-600
61
$600K 0.4%
2,641
-4
62
$587K 0.4%
12,380
63
$586K 0.39%
5,763
-699
64
$580K 0.39%
22,864
-847
65
$577K 0.39%
19,162
+331
66
$576K 0.39%
5,682
+25
67
$574K 0.39%
25,907
-200
68
$544K 0.37%
1,136
-14
69
$544K 0.37%
7,068
-94
70
$541K 0.36%
3,538
-3
71
$531K 0.36%
12,963
-4,405
72
$527K 0.35%
5,869
+405
73
$518K 0.35%
12,771
-1,791
74
$517K 0.35%
2,476
-271
75
$514K 0.35%
18,426
-196
1 2
3
4 5