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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.29%
1,000
77
$419K 0.28%
19,029
-1,410
78
$418K 0.28%
12,096
-126
79
$409K 0.28%
14,143
-387
80
$399K 0.27%
2,118
-109
81
$394K 0.27%
7,725
-1,478
82
$394K 0.27%
2,889
+85
83
$387K 0.26%
4,966
-170
84
$383K 0.26%
2,853
-26
85
$375K 0.25%
4,788
+197
86
$361K 0.24%
1,636
-75
87
$357K 0.24%
7,291
-517
88
$355K 0.24%
2,702
-42
89
$350K 0.24%
1,242
-2
90
$349K 0.24%
1,437
+110
91
$348K 0.24%
29,059
92
$345K 0.23%
2,527
-9
93
$338K 0.23%
5,421
+87
94
$336K 0.23%
4,156
+140
95
$331K 0.22%
1,649
-179
96
$329K 0.22%
8,295
97
$328K 0.22%
3,740
-85
98
$320K 0.22%
6,019
-24
99
$316K 0.21%
5,909
-245
100
$313K 0.21%
594
+2
2 3
4
5 6