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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.44%
4,899
52
$624K 0.42%
1,067
-9
53
$618K 0.42%
2,929
+2
54
$608K 0.41%
5,862
-70
55
$596K 0.4%
2,870
-115
56
$569K 0.38%
7,575
-149
57
$555K 0.38%
2,135
-49
58
$535K 0.36%
85,674
+3,271
59
$508K 0.34%
2,043
-33
60
$498K 0.34%
5,201
+15
61
$497K 0.34%
16,908
-191
62
$496K 0.34%
15,012
-17
63
$491K 0.33%
3,337
+32
64
$491K 0.33%
554
+146
65
$491K 0.33%
4,660
-20
66
$475K 0.32%
2,617
67
$473K 0.32%
1,467
68
$469K 0.32%
21,707
69
$463K 0.31%
8,794
-255
70
$459K 0.31%
1,862
-12
71
$453K 0.31%
44,475
+5
72
$452K 0.31%
9,048
73
$443K 0.3%
10,348
+7
74
$441K 0.3%
6,296
-925
75
$427K 0.29%
15,144
-213
1 2
3
4 5