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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$798K 0.5%
7,497
52
$753K 0.47%
22,050
-350
53
$749K 0.47%
+15,355
54
$713K 0.45%
23,445
-1,121
55
$671K 0.42%
1,420
-56
56
$661K 0.42%
6,135
+300
57
$654K 0.41%
5,710
+1,688
58
$636K 0.4%
3,276
59
$626K 0.39%
8,993
-1,336
60
$616K 0.39%
8,350
-15
61
$616K 0.39%
8,472
+428
62
$603K 0.38%
1,212
-80
63
$587K 0.37%
11,584
+2,002
64
$573K 0.36%
3,513
-2
65
$566K 0.36%
13,872
-546
66
$557K 0.35%
5,619
-100
67
$554K 0.35%
2,611
-10
68
$548K 0.34%
9,962
-111
69
$544K 0.34%
4,074
70
$513K 0.32%
6,684
+1,659
71
$508K 0.32%
21,440
72
$503K 0.32%
6,623
+333
73
$503K 0.32%
20,494
-2,581
74
$501K 0.31%
5,029
+150
75
$496K 0.31%
12,746
+123
1 2
3
4 5