SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+5.65%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$80.5M
AUM Growth
–
Cap. Flow
+$80.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.75%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.19M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$4.09M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.98M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.68M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.49% |
| 2 | Consumer Staples | 7.38% |
| 3 | Industrials | 6.91% |
| 4 | Communication Services | 5.4% |
| 5 | Healthcare | 5.37% |
