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
$147M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$326K
3
+$308K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$238K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K

Top Sells

1
+$232K
2
+$210K
3
+$207K
4
INTC icon
Intel
INTC
+$206K
5
CP icon
Canadian Pacific Kansas City
CP
+$203K

Sector Composition

1 Technology 15.6%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.26%
4 Healthcare 4.93%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.29%
2,128
77
$426K 0.29%
10,361
+7
78
$421K 0.29%
1,220
-17
79
$420K 0.29%
1,000
80
$417K 0.28%
2,085
+1
81
$415K 0.28%
14,838
-232
82
$396K 0.27%
1,633
-16
83
$371K 0.25%
2,527
84
$365K 0.25%
5,919
85
$356K 0.24%
12,096
86
$349K 0.24%
8,360
-35
87
$349K 0.24%
9,206
-42
88
$348K 0.24%
13,735
-45
89
$348K 0.24%
4,844
-24
90
$346K 0.24%
2,178
91
$329K 0.22%
5,644
+94
92
$329K 0.22%
3,520
-200
93
$328K 0.22%
4,156
94
$327K 0.22%
2,648
+1
95
$326K 0.22%
+5,660
96
$325K 0.22%
29,059
97
$325K 0.22%
2,985
+1
98
$322K 0.22%
2,932
+113
99
$320K 0.22%
84
-2
100
$318K 0.22%
6,907
+26
2 3
4
5 6