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
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$510K 0.34%
+5,079
77
$500K 0.34%
2,346
78
$497K 0.33%
5,102
-130
79
$489K 0.33%
10,185
-110
80
$486K 0.33%
+6,796
81
$480K 0.32%
1,534
82
$480K 0.32%
4,991
-84
83
$472K 0.32%
4,124
84
$459K 0.31%
5,702
-702
85
$458K 0.31%
15,762
86
$455K 0.31%
4,916
-198
87
$453K 0.3%
4,188
+47
88
$453K 0.3%
3,977
-6
89
$441K 0.3%
3,878
-120
90
$434K 0.29%
6,190
+75
91
$434K 0.29%
4,909
-128
92
$431K 0.29%
18,024
-2,486
93
$423K 0.28%
7,092
-11
94
$410K 0.28%
2,544
+6
95
$406K 0.27%
13,029
-205
96
$404K 0.27%
11,174
-173
97
$403K 0.27%
19,226
-7,893
98
$401K 0.27%
9,597
+195
99
$386K 0.26%
7,386
-3,175
100
$385K 0.26%
4,690
-3
2 3
4
5 6