SP
Successful Portfolios Portfolio holdings
AUM $163M
1-Year Return
15.96%
This Quarter Return
-1.44%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$82.4M
AUM Growth
+$1.88M
(+2.3%)
Cap. Flow
+$3.67M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
30.25%
Holding
138
New
5
Increased
62
Reduced
53
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36M |
| 2 |
Valley National Bancorp
VLY
|
+$893K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$506K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$421K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$309K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
+$326K |
| 2 |
Meta Platforms (Facebook)
META
|
+$220K |
| 3 |
Baxter International
BAX
|
+$219K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$218K |
| 5 |
Dominion Energy
D
|
+$215K |
Sector Composition
| 1 | Technology | 7.5% |
| 2 | Industrials | 6.33% |
| 3 | Consumer Staples | 6.31% |
| 4 | Financials | 5.04% |
| 5 | Communication Services | 4.99% |
