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
$147M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$326K
3
+$308K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$238K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K

Top Sells

1
+$232K
2
+$210K
3
+$207K
4
INTC icon
Intel
INTC
+$206K
5
CP icon
Canadian Pacific Kansas City
CP
+$203K

Sector Composition

1 Technology 15.6%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.26%
4 Healthcare 4.93%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.45%
2,867
52
$648K 0.44%
6,172
+1
53
$646K 0.44%
4,308
-85
54
$611K 0.42%
6,805
-6
55
$606K 0.41%
44,481
56
$575K 0.39%
88,467
+3,189
57
$574K 0.39%
3,433
+96
58
$574K 0.39%
1,095
+10
59
$573K 0.39%
7,806
60
$539K 0.37%
19,045
-499
61
$538K 0.37%
569
-2
62
$536K 0.36%
4,899
63
$511K 0.35%
5,882
-16
64
$496K 0.34%
5,286
+16
65
$482K 0.33%
2,036
66
$479K 0.33%
15,613
+8
67
$471K 0.32%
1,634
+197
68
$468K 0.32%
7,794
+48
69
$464K 0.32%
15,859
-568
70
$461K 0.31%
21,707
71
$457K 0.31%
1,467
72
$444K 0.3%
8,486
-6
73
$444K 0.3%
6,528
+2
74
$440K 0.3%
1,862
75
$431K 0.29%
2,793
+1
1 2
3
4 5