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
$147M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$326K
3
+$308K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$238K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K

Top Sells

1
+$232K
2
+$210K
3
+$207K
4
INTC icon
Intel
INTC
+$206K
5
CP icon
Canadian Pacific Kansas City
CP
+$203K

Sector Composition

1 Technology 15.6%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.26%
4 Healthcare 4.93%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$317K 0.22%
9,384
+43
102
$317K 0.22%
4,859
-40
103
$314K 0.21%
3,351
+10
104
$310K 0.21%
603
105
$309K 0.21%
2,786
106
$308K 0.21%
1,544
-90
107
$303K 0.21%
8,385
+49
108
$302K 0.21%
4,959
-78
109
$301K 0.2%
2,062
+20
110
$300K 0.2%
6,211
-10
111
$298K 0.2%
602
-30
112
$292K 0.2%
955
113
$290K 0.2%
2,523
-83
114
$283K 0.19%
3,356
-38
115
$279K 0.19%
6,061
-33
116
$277K 0.19%
1,372
117
$276K 0.19%
6,093
+14
118
$273K 0.19%
925
119
$273K 0.19%
3,721
-1
120
$273K 0.19%
6,827
121
$270K 0.18%
6,092
+28
122
$270K 0.18%
5,855
123
$269K 0.18%
2,403
+17
124
$268K 0.18%
1,520
125
$258K 0.18%
384
3 4
5
6 7