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
$78.3M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$564K
2
+$402K
3
+$201K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$190K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$189K

Top Sells

1
+$428K
2
+$322K
3
+$241K
4
WFC icon
Wells Fargo
WFC
+$238K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$233K

Sector Composition

1 Technology 7.28%
2 Consumer Staples 6.4%
3 Industrials 6.1%
4 Communication Services 5.31%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.04%
11,137
127
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-2,403
128
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129
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-4,528
130
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133
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134
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140
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141
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-6,371
142
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-2,806
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