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
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.2%
2,786
102
$297K 0.2%
3,341
+81
103
$296K 0.2%
1,520
104
$290K 0.19%
568
-4
105
$286K 0.19%
6,827
-464
106
$285K 0.19%
5,037
+3
107
$285K 0.19%
2,296
108
$284K 0.19%
1,372
109
$284K 0.19%
4,706
-89
110
$281K 0.19%
2,042
+75
111
$281K 0.19%
2,984
112
$280K 0.19%
955
-11
113
$276K 0.18%
9,341
+985
114
$275K 0.18%
6,094
+45
115
$274K 0.18%
86
116
$271K 0.18%
8,336
+48
117
$268K 0.18%
925
118
$268K 0.18%
1,607
119
$262K 0.18%
2,178
-14
120
$258K 0.17%
5,430
-5
121
$257K 0.17%
6,064
-57
122
$257K 0.17%
+3,394
123
$254K 0.17%
443
124
$246K 0.16%
26,476
-1,035
125
$246K 0.16%
1,309
3 4
5
6 7