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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.27%
4,958
+250
102
$414K 0.27%
1,578
103
$410K 0.27%
36,021
+5,000
104
$409K 0.27%
+2,805
105
$392K 0.26%
3,913
106
$390K 0.25%
6,856
-550
107
$388K 0.25%
3,332
+180
108
$387K 0.25%
11,497
+499
109
$379K 0.25%
2,927
+313
110
$373K 0.24%
1,586
-34
111
$373K 0.24%
+5,025
112
$369K 0.24%
3,647
+150
113
$364K 0.24%
19,774
+887
114
$363K 0.24%
+7,735
115
$347K 0.23%
1,125
116
$346K 0.23%
1,234
-300
117
$344K 0.22%
1,823
-3
118
$339K 0.22%
2,496
119
$337K 0.22%
13,012
-2,988
120
$334K 0.22%
1,009
-30
121
$331K 0.22%
983
+127
122
$328K 0.21%
3,725
-81
123
$326K 0.21%
6,902
-165
124
$323K 0.21%
6,830
-170
125
$323K 0.21%
2,504
-3
3 4
5
6 7