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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$495K 0.31%
22,807
-1,000
77
$494K 0.31%
15,121
-644
78
$491K 0.31%
2,318
-229
79
$487K 0.31%
9,321
+192
80
$484K 0.3%
2,277
-180
81
$480K 0.3%
20,510
-20,817
82
$478K 0.3%
10,718
+857
83
$470K 0.3%
2,126
-100
84
$463K 0.29%
4,726
-412
85
$462K 0.29%
+5,356
86
$462K 0.29%
1,344
+18
87
$461K 0.29%
4,870
+160
88
$454K 0.29%
15,162
-600
89
$453K 0.28%
6,537
-399
90
$453K 0.28%
4,721
-145
91
$447K 0.28%
18,345
-993
92
$446K 0.28%
3,894
-8
93
$438K 0.28%
2,178
-152
94
$422K 0.27%
3,130
-202
95
$422K 0.26%
17,990
+4,662
96
$419K 0.26%
12,280
-100
97
$413K 0.26%
2,971
+166
98
$409K 0.26%
4,406
+206
99
$407K 0.26%
3,912
-416
100
$397K 0.25%
3,600
-357
2 3
4
5 6