SP
Successful Portfolios Portfolio holdings
AUM
$163M
This Quarter Return
-9.48%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$78.3M
AUM Growth
+$78.3M
(-15%)
Cap. Flow
-$4.09M
Cap. Flow
% of AUM
-5.23%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
142
New
1
Increased
22
Reduced
85
Closed
16
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$564K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$402K |
| 3 |
Alibaba
BABA
|
$201K |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$190K |
| 5 |
Schwab International Equity ETF
SCHF
|
$189K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$428K |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$322K |
| 3 |
Interactive Brokers
IBKR
|
$241K |
| 4 |
Wells Fargo
WFC
|
$238K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$233K |
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Consumer Staples | 6.4% |
| 3 | Industrials | 6.1% |
| 4 | Communication Services | 5.31% |
| 5 | Healthcare | 5.28% |
