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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.34%
7,125
-342
77
$551K 0.33%
4,305
+129
78
$549K 0.33%
25,247
+497
79
$536K 0.32%
4,741
+341
80
$534K 0.32%
2,189
+128
81
$525K 0.32%
+15,216
82
$521K 0.32%
2,370
83
$512K 0.31%
2,951
-308
84
$511K 0.31%
2,134
-61
85
$503K 0.3%
2,194
86
$502K 0.3%
8,294
-460
87
$501K 0.3%
3,733
-9,232
88
$499K 0.3%
3,563
89
$497K 0.3%
31,679
90
$490K 0.3%
2,907
+131
91
$486K 0.29%
12,417
+69
92
$481K 0.29%
9,081
+30
93
$481K 0.29%
4,596
+40
94
$470K 0.28%
10,315
95
$469K 0.28%
800
+95
96
$458K 0.28%
14,262
97
$456K 0.28%
7,196
+32
98
$447K 0.27%
9,381
+141
99
$438K 0.27%
3,919
+1,698
100
$434K 0.26%
9,426
+4,116
2 3
4
5 6