SP
Successful Portfolios Portfolio holdings
AUM
$163M
This Quarter Return
-3.38%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(-4.5%)
Cap. Flow
+$4.9M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
220
New
6
Increased
64
Reduced
95
Closed
14
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$3.81M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.42M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.02M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$854K |
| 5 |
Shell
SHEL
|
$580K |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$698K |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$625K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$553K |
| 4 |
iShares Global Financials ETF
IXG
|
$295K |
| 5 |
EOG Resources
EOG
|
$279K |
Sector Composition
| 1 | Technology | 12.68% |
| 2 | Consumer Staples | 5.67% |
| 3 | Consumer Discretionary | 5.64% |
| 4 | Healthcare | 5.13% |
| 5 | Industrials | 5.03% |
