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
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.28%
15,070
-74
77
$405K 0.27%
7,746
+21
78
$392K 0.26%
2,792
-61
79
$390K 0.26%
12,096
80
$382K 0.26%
1,467
81
$369K 0.25%
8,395
+100
82
$366K 0.24%
13,780
-363
83
$361K 0.24%
1,634
-2
84
$356K 0.24%
2,819
-70
85
$352K 0.24%
9,248
+200
86
$351K 0.24%
1,237
-5
87
$350K 0.23%
5,919
-100
88
$348K 0.23%
1,437
89
$348K 0.23%
2,084
-34
90
$346K 0.23%
5,550
+129
91
$344K 0.23%
2,606
-11
92
$342K 0.23%
4,868
-49
93
$332K 0.22%
1,649
94
$330K 0.22%
632
95
$328K 0.22%
29,059
96
$326K 0.22%
2,527
97
$325K 0.22%
603
+9
98
$319K 0.21%
3,720
-20
99
$315K 0.21%
4,156
100
$302K 0.2%
2,647
-55
2 3
4
5 6