SP
Successful Portfolios Portfolio holdings
AUM $163M
1-Year Return
15.96%
This Quarter Return
+1.99%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$85.6M
AUM Growth
+$3.26M
(+4%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
30.45%
Holding
138
New
8
Increased
37
Reduced
70
Closed
5
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$474K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$380K |
| 3 |
Meta Platforms (Facebook)
META
|
+$378K |
| 4 |
Dominion Energy
D
|
+$333K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$313K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
+$295K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$256K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$212K |
| 4 |
Virtu Financial
VIRT
|
+$206K |
| 5 |
Vodafone
VOD
|
+$202K |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Industrials | 6.16% |
| 3 | Consumer Staples | 6.09% |
| 4 | Communication Services | 5.25% |
| 5 | Healthcare | 4.94% |
