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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.21%
632
102
$308K 0.21%
2,786
-23
103
$303K 0.2%
1,967
104
$298K 0.2%
3,260
-7
105
$292K 0.2%
4,709
-95
106
$287K 0.19%
2,984
107
$285K 0.19%
784
-20
108
$285K 0.19%
6,049
-223
109
$285K 0.19%
6,343
-46
110
$279K 0.19%
572
-200
111
$278K 0.19%
1,372
112
$278K 0.19%
4,917
+2
113
$276K 0.19%
4,795
+155
114
$275K 0.19%
925
115
$274K 0.19%
+8,288
116
$274K 0.19%
1,607
117
$271K 0.18%
1,520
118
$269K 0.18%
86
119
$267K 0.18%
966
-4
120
$266K 0.18%
2,192
-14
121
$265K 0.18%
954
122
$262K 0.18%
8,356
-113
123
$260K 0.18%
5,034
-23
124
$254K 0.17%
2,335
125
$253K 0.17%
27,511
-16
3 4
5
6 7