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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.21%
3,426
-3
127
$313K 0.2%
+4,200
128
$312K 0.2%
1,266
-3
129
$310K 0.2%
1,065
-45
130
$309K 0.2%
4,975
131
$307K 0.2%
2,547
-12
132
$304K 0.2%
13,328
-3,918
133
$304K 0.2%
7,025
-14
134
$303K 0.2%
6,056
-300
135
$300K 0.2%
2,207
+100
136
$299K 0.2%
5,073
+427
137
$298K 0.19%
+3,466
138
$298K 0.19%
+3,106
139
$297K 0.19%
6,570
-145
140
$288K 0.19%
739
-43
141
$287K 0.19%
116
-1
142
$286K 0.19%
2,486
143
$284K 0.19%
6,873
-164
144
$284K 0.19%
8,138
145
$272K 0.18%
6,949
+150
146
$264K 0.17%
1,104
-9
147
$262K 0.17%
+6,907
148
$258K 0.17%
+550
149
$258K 0.17%
4,205
+180
150
$253K 0.17%
2,671
-563
4 5
6
7 8