SP
Successful Portfolios Portfolio holdings
AUM $163M
1-Year Return
15.96%
This Quarter Return
+11.11%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$91.5M
AUM Growth
+$13.2M
(+17%)
Cap. Flow
+$4.98M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
32%
Holding
141
New
15
Increased
51
Reduced
56
Closed
2
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$803K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$684K |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$262K |
| 4 |
General Mills
GIS
|
+$237K |
| 5 |
Baxter International
BAX
|
+$217K |
Top Sells
| 1 |
Universal Insurance Holdings
UVE
|
+$222K |
| 2 |
Bristol-Myers Squibb
BMY
|
+$209K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$198K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$148K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$136K |
Sector Composition
| 1 | Technology | 7.9% |
| 2 | Consumer Staples | 6.49% |
| 3 | Industrials | 6.24% |
| 4 | Communication Services | 5.69% |
| 5 | Consumer Discretionary | 4.99% |
