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
$176M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$854K
3
+$672K
4
SHEL icon
Shell
SHEL
+$580K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$525K

Top Sells

1
+$698K
2
+$625K
3
+$553K
4
IXG icon
iShares Global Financials ETF
IXG
+$295K
5
EOG icon
EOG Resources
EOG
+$279K

Sector Composition

1 Technology 12.68%
2 Consumer Staples 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.13%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.2%
13,497
+1,902
127
$350K 0.2%
3,502
128
$347K 0.2%
8,476
-576
129
$346K 0.2%
4,075
130
$341K 0.19%
1,201
+37
131
$340K 0.19%
6,788
-2,466
132
$337K 0.19%
2,506
-15
133
$336K 0.19%
7,056
-2,837
134
$336K 0.19%
2,533
-9
135
$335K 0.19%
4,552
-62
136
$333K 0.19%
5,985
-505
137
$329K 0.19%
3,498
-2
138
$325K 0.19%
3,107
-1,621
139
$323K 0.18%
1,850
-9
140
$320K 0.18%
18,950
-810
141
$319K 0.18%
4,717
142
$315K 0.18%
6,339
143
$315K 0.18%
8,745
+1,397
144
$313K 0.18%
863
+305
145
$303K 0.17%
2,486
146
$299K 0.17%
7,784
-100
147
$299K 0.17%
1,044
-19
148
$290K 0.17%
6,284
-50
149
$289K 0.16%
2,107
150
$288K 0.16%
14,431
-500
4 5
6
7 8