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
$93.2M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$208K
3
+$205K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$182K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$167K

Top Sells

1
+$303K
2
+$270K
3
+$226K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$207K

Sector Composition

1 Technology 8.01%
2 Consumer Staples 6.65%
3 Industrials 6.22%
4 Communication Services 5.74%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.22%
+4,014
127
$207K 0.22%
5,690
-100
128
$205K 0.22%
+3,514
129
$193K 0.21%
34,288
-30
130
$183K 0.2%
14,478
131
$174K 0.19%
14,032
-300
132
$166K 0.18%
19,848
-2,000
133
$161K 0.17%
4,421
-65
134
$158K 0.17%
10,712
135
$120K 0.13%
10,163
-400
136
$79K 0.08%
+10,933
137
$77K 0.08%
1,373
+31
138
$34K 0.04%
11,137
139
– –
-10,407
140
– –
-2,170
141
– –
-3,634
142
– –
-2,512
143
– –
-2,693
2 3 4 5
6