SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+6.24%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$91.8M
AUM Growth
+$6.21M
(+7.3%)
Cap. Flow
+$1.65M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
29.98%
Holding
141
New
8
Increased
38
Reduced
72
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$392K |
| 2 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$369K |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
+$228K |
| 4 |
Corning
GLW
|
+$225K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$213K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$164K |
| 2 |
Interactive Brokers
IBKR
|
+$133K |
| 3 |
Schwab International Equity ETF
SCHF
|
+$116K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$97.8K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$70.6K |
Sector Composition
| 1 | Technology | 8.25% |
| 2 | Industrials | 6.41% |
| 3 | Consumer Staples | 6.07% |
| 4 | Healthcare | 5.47% |
| 5 | Communication Services | 5.24% |
