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
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.45%
4,393
+275
52
$651K 0.44%
8,718
+3,930
53
$612K 0.41%
6,171
+1,511
54
$585K 0.39%
4,899
55
$578K 0.39%
2,867
-3
56
$561K 0.38%
7,806
+231
57
$549K 0.37%
1,085
+18
58
$523K 0.35%
571
+17
59
$521K 0.35%
44,481
+6
60
$496K 0.33%
5,898
+36
61
$495K 0.33%
15,605
+593
62
$490K 0.33%
85,278
-396
63
$483K 0.32%
3,337
64
$483K 0.32%
5,270
+69
65
$478K 0.32%
2,036
-7
66
$477K 0.32%
16,427
-481
67
$476K 0.32%
2,128
-7
68
$466K 0.31%
6,526
+230
69
$449K 0.3%
10,354
+6
70
$447K 0.3%
21,707
71
$445K 0.3%
19,544
+515
72
$439K 0.29%
8,492
-302
73
$426K 0.28%
1,000
74
$425K 0.28%
1,862
75
$418K 0.28%
4,899
-67
1 2
3
4 5