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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$832K 0.54%
7,497
+375
52
$783K 0.51%
1,476
+40
53
$760K 0.5%
9,077
+215
54
$747K 0.49%
24,566
+5,607
55
$739K 0.48%
14,418
+4
56
$738K 0.48%
10,329
-73
57
$675K 0.44%
5,719
58
$646K 0.42%
2,621
-6
59
$625K 0.41%
15,287
+3,578
60
$622K 0.41%
22,400
-450
61
$616K 0.4%
5,835
62
$608K 0.4%
11,453
+5,344
63
$601K 0.39%
8,365
+240
64
$590K 0.38%
1,292
+163
65
$580K 0.38%
8,044
-128
66
$572K 0.37%
10,073
-87
67
$569K 0.37%
3,276
68
$551K 0.36%
3,515
-3
69
$546K 0.36%
23,075
+842
70
$533K 0.35%
12,380
71
$522K 0.34%
5,971
-247
72
$519K 0.34%
5,138
+157
73
$512K 0.33%
4,074
-50
74
$507K 0.33%
23,807
-800
75
$499K 0.33%
6,936
-15
1 2
3
4 5