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
$149M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.26%
1,578
102
$381K 0.26%
8,937
+76
103
$369K 0.25%
7,382
-103
104
$368K 0.25%
1,638
-104
105
$368K 0.25%
31,321
-1,600
106
$367K 0.25%
5,252
-24
107
$367K 0.25%
3,057
+234
108
$365K 0.25%
2,153
-5
109
$358K 0.24%
14,985
+1,488
110
$355K 0.24%
4,708
-9
111
$350K 0.24%
14,940
-50
112
$349K 0.23%
6,311
-15
113
$348K 0.23%
3,454
-48
114
$345K 0.23%
3,497
-1
115
$338K 0.23%
1,044
116
$334K 0.22%
4,630
-42
117
$331K 0.22%
2,530
-3
118
$321K 0.22%
4,025
-50
119
$320K 0.22%
1,039
120
$319K 0.21%
7,047
-9
121
$315K 0.21%
2,304
+9
122
$315K 0.21%
1,284
-2
123
$314K 0.21%
857
+8
124
$309K 0.21%
3,346
-810
125
$308K 0.21%
799
-27
3 4
5
6 7