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
$149M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$305K 0.21%
3,999
-52
127
$301K 0.2%
1,848
-2
128
$300K 0.2%
1,335
+3
129
$299K 0.2%
2,506
130
$297K 0.2%
2,486
131
$296K 0.2%
937
-60
132
$295K 0.2%
6,176
-612
133
$294K 0.2%
6,949
+665
134
$291K 0.2%
6,250
+265
135
$288K 0.19%
3,206
-114
136
$281K 0.19%
1,142
-59
137
$279K 0.19%
4,975
-535
138
$275K 0.19%
4,395
139
$273K 0.18%
+2,473
140
$271K 0.18%
1,125
141
$270K 0.18%
6,890
-1,091
142
$270K 0.18%
2,107
143
$268K 0.18%
+1,680
144
$267K 0.18%
31,886
+9,988
145
$259K 0.17%
3,787
-4
146
$259K 0.17%
+6,926
147
$257K 0.17%
916
+53
148
$256K 0.17%
119
-1
149
$256K 0.17%
4,097
-455
150
$250K 0.17%
3,037
-203
4 5
6
7 8