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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.2%
855
127
$330K 0.2%
+4,249
128
$325K 0.2%
2,493
129
$324K 0.2%
1,125
130
$323K 0.2%
6,090
131
$320K 0.19%
6,078
-100
132
$318K 0.19%
5,652
-3,180
133
$316K 0.19%
12,250
134
$316K 0.19%
5,192
-1
135
$315K 0.19%
3,537
-26
136
$313K 0.19%
9,893
137
$311K 0.19%
20,905
+2,810
138
$310K 0.19%
1,283
139
$308K 0.19%
4,191
-1,560
140
$306K 0.19%
4,557
-22
141
$304K 0.18%
5,330
142
$303K 0.18%
4,408
+8
143
$302K 0.18%
2,429
+265
144
$302K 0.18%
4,102
-300
145
$295K 0.18%
4,417
146
$295K 0.18%
6,808
-2,714
147
$293K 0.18%
4,805
148
$290K 0.18%
1,281
149
$286K 0.17%
4,070
+20
150
$281K 0.17%
1,297
4 5
6
7 8