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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.25%
9,479
-5,808
102
$386K 0.24%
13,497
-92
103
$381K 0.24%
1,578
104
$378K 0.24%
980
-3
105
$374K 0.23%
3,656
-69
106
$373K 0.23%
1,234
107
$372K 0.23%
4,358
-600
108
$371K 0.23%
19,275
-499
109
$371K 0.23%
11,391
-106
110
$368K 0.23%
7,735
111
$364K 0.23%
6,331
-525
112
$362K 0.23%
2,029
-785
113
$361K 0.23%
32,480
-3,541
114
$353K 0.22%
5,218
-987
115
$348K 0.22%
1,821
-2
116
$344K 0.22%
6,830
117
$339K 0.21%
3,340
-1,350
118
$338K 0.21%
2,502
-2
119
$338K 0.21%
2,951
+24
120
$336K 0.21%
1,009
121
$336K 0.21%
1,501
-85
122
$331K 0.21%
6,760
-142
123
$330K 0.21%
982
-83
124
$328K 0.21%
736
-3
125
$325K 0.2%
3,424
-2
3 4
5
6 7