SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
-2.75%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$113M
AUM Growth
-$3.31M
(-2.9%)
Cap. Flow
+$429K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
37.57%
Holding
159
New
5
Increased
49
Reduced
68
Closed
14
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$854K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$845K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$668K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$517K |
| 5 |
Vanguard Extended Market ETF
VXF
|
$342K |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$577K |
| 2 |
Southwest Airlines
LUV
|
$243K |
| 3 |
Lamb Weston
LW
|
$237K |
| 4 |
Clorox
CLX
|
$227K |
| 5 |
Intuitive Surgical
ISRG
|
$223K |
Sector Composition
| 1 | Technology | 15.27% |
| 2 | Consumer Staples | 6.12% |
| 3 | Healthcare | 5.53% |
| 4 | Industrials | 5.35% |
| 5 | Consumer Discretionary | 4.88% |
