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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.17%
2,296
127
$250K 0.17%
6,278
128
$249K 0.17%
6,121
+29
129
$245K 0.17%
3,721
130
$245K 0.17%
+5,435
131
$244K 0.16%
6,013
-123
132
$243K 0.16%
10,337
-146
133
$241K 0.16%
3,241
-74
134
$240K 0.16%
2,809
-37
135
$235K 0.16%
987
136
$233K 0.16%
1,309
-14
137
$228K 0.15%
2,722
-20
138
$228K 0.15%
+840
139
$226K 0.15%
5,406
-105
140
$222K 0.15%
358
141
$221K 0.15%
24,258
+34
142
$219K 0.15%
443
-10
143
$219K 0.15%
1,942
+1
144
$216K 0.15%
24,794
145
$215K 0.15%
+549
146
$214K 0.14%
+4,528
147
$213K 0.14%
+3,265
148
$212K 0.14%
7,259
-1,875
149
$211K 0.14%
+1,293
150
$209K 0.14%
+3,297
3 4 5
6
7