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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.32%
12,623
-688
77
$492K 0.32%
21,440
+6,500
78
$491K 0.32%
2,814
+726
79
$488K 0.32%
4,690
80
$488K 0.32%
15,762
81
$487K 0.32%
19,338
+4,896
82
$485K 0.32%
1,326
+200
83
$483K 0.32%
2,226
-161
84
$482K 0.31%
2,330
-16
85
$474K 0.31%
9,582
+3,300
86
$473K 0.31%
4,879
-701
87
$468K 0.31%
2,457
-23
88
$451K 0.29%
3,902
-40
89
$451K 0.29%
9,861
+286
90
$450K 0.29%
13,589
+460
91
$448K 0.29%
6,290
+292
92
$437K 0.29%
6,205
+15
93
$437K 0.29%
4,710
-271
94
$435K 0.28%
4,022
+918
95
$435K 0.28%
9,129
+171
96
$430K 0.28%
4,614
+69
97
$429K 0.28%
4,328
+323
98
$421K 0.27%
3,957
-1,292
99
$419K 0.27%
4,866
+30
100
$417K 0.27%
15,765
-809
2 3
4
5 6