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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.26%
4,991
+12
102
$430K 0.26%
5,154
+320
103
$425K 0.26%
4,978
104
$425K 0.26%
7,966
-7,033
105
$422K 0.26%
860
+34
106
$420K 0.25%
5,000
107
$419K 0.25%
1,762
+21
108
$412K 0.25%
1,040
+12
109
$409K 0.25%
14,990
-60
110
$405K 0.25%
7,320
111
$396K 0.24%
12,923
+5,106
112
$393K 0.24%
6,210
113
$392K 0.24%
7,071
-25
114
$374K 0.23%
5,486
+86
115
$370K 0.22%
4,802
-50
116
$368K 0.22%
4,293
117
$366K 0.22%
4,643
118
$361K 0.22%
2,577
119
$360K 0.22%
1,878
+130
120
$358K 0.22%
5,060
+100
121
$358K 0.22%
1,039
122
$356K 0.22%
1,161
+27
123
$345K 0.21%
7,616
-260
124
$339K 0.21%
2,531
+333
125
$337K 0.2%
3,400
3 4
5
6 7