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
$93.2M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$208K
3
+$205K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$182K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$167K

Top Sells

1
+$303K
2
+$270K
3
+$226K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$207K

Sector Composition

1 Technology 8.01%
2 Consumer Staples 6.65%
3 Industrials 6.22%
4 Communication Services 5.74%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.39%
5,228
-150
77
$365K 0.39%
2,350
78
$358K 0.38%
20,217
-4,095
79
$355K 0.38%
4,591
-312
80
$351K 0.38%
1,437
-10
81
$345K 0.37%
2,740
-32
82
$343K 0.37%
13,296
-18
83
$340K 0.36%
4,084
-29
84
$336K 0.36%
6,147
85
$335K 0.36%
9,806
-140
86
$334K 0.36%
8,155
-129
87
$329K 0.35%
1,948
88
$324K 0.35%
3,137
+5
89
$317K 0.34%
2,520
+7
90
$312K 0.33%
1,694
-5
91
$309K 0.33%
10,348
92
$299K 0.32%
16,708
-1,168
93
$295K 0.32%
4,691
94
$295K 0.32%
6,035
+5
95
$294K 0.32%
3,577
-30
96
$293K 0.31%
12,350
97
$291K 0.31%
2,206
-16
98
$291K 0.31%
30,995
99
$286K 0.31%
17,067
-48
100
$282K 0.3%
+7,339
2 3
4
5 6