SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+3.39%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$93.2M
AUM Growth
+$1.73M
(+1.9%)
Cap. Flow
-$989K
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
32.71%
Holding
143
New
4
Increased
21
Reduced
90
Closed
5
Top Buys
| 1 |
Newmont
NEM
|
+$282K |
| 2 |
BHP
BHP
|
+$208K |
| 3 |
Toronto Dominion Bank
TD
|
+$205K |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$182K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$167K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$303K |
| 2 |
DuPont de Nemours
DD
|
+$270K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$226K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$216K |
| 5 |
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% |
