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
$93.2M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$208K
3
+$205K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$182K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$167K

Top Sells

1
+$303K
2
+$270K
3
+$226K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$207K

Sector Composition

1 Technology 8.01%
2 Consumer Staples 6.65%
3 Industrials 6.22%
4 Communication Services 5.74%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.3%
2,961
-3
102
$274K 0.29%
1,030
103
$268K 0.29%
5,120
-200
104
$254K 0.27%
3,350
-40
105
$253K 0.27%
4,596
106
$249K 0.27%
1,100
107
$249K 0.27%
1,470
-50
108
$247K 0.27%
3,142
-10
109
$243K 0.26%
1,233
+86
110
$242K 0.26%
1,389
-13
111
$239K 0.26%
906
-55
112
$235K 0.25%
1,856
+31
113
$235K 0.25%
2,711
-37
114
$232K 0.25%
4,423
-158
115
$232K 0.25%
15,200
-500
116
$231K 0.25%
4,614
117
$228K 0.24%
22,265
+734
118
$217K 0.23%
14,800
-350
119
$216K 0.23%
5,111
-103
120
$215K 0.23%
2,631
-39
121
$213K 0.23%
3,746
-651
122
$213K 0.23%
600
123
$212K 0.23%
6,366
-7
124
$211K 0.23%
2,277
125
$209K 0.22%
1,367
2 3 4
5
6