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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.2%
1,125
127
$318K 0.2%
2,496
128
$315K 0.2%
4,975
129
$315K 0.2%
578
+28
130
$315K 0.2%
3,242
-405
131
$315K 0.2%
11,742
-1,270
132
$311K 0.2%
4,187
-427
133
$309K 0.19%
8,138
134
$306K 0.19%
6,528
-42
135
$304K 0.19%
2,586
+100
136
$294K 0.18%
916
137
$293K 0.18%
2,267
+60
138
$293K 0.18%
4,861
-1,195
139
$291K 0.18%
3,315
-598
140
$291K 0.18%
3,511
-2,460
141
$290K 0.18%
6,915
-110
142
$286K 0.18%
116
143
$282K 0.18%
6,893
-14
144
$278K 0.17%
1,232
+43
145
$271K 0.17%
3,266
-200
146
$268K 0.17%
3,325
+177
147
$266K 0.17%
1,264
-2
148
$252K 0.16%
6,739
-134
149
$249K 0.16%
3,482
-135
150
$248K 0.16%
5,000
4 5
6
7 8