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
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.16%
6,079
-264
127
$235K 0.16%
784
128
$233K 0.16%
6,881
+603
129
$233K 0.16%
3,722
+1
130
$233K 0.16%
4,770
+61
131
$232K 0.16%
+2,538
132
$232K 0.15%
6,221
+312
133
$231K 0.15%
3,213
-28
134
$229K 0.15%
5,041
+513
135
$225K 0.15%
358
136
$225K 0.15%
2,110
-225
137
$224K 0.15%
5,966
+560
138
$221K 0.15%
+10,111
139
$220K 0.15%
2,386
-20
140
$220K 0.15%
5,855
-158
141
$219K 0.15%
+384
142
$217K 0.15%
+2,858
143
$216K 0.14%
+3,720
144
$215K 0.14%
1,864
-78
145
$210K 0.14%
1,293
146
$209K 0.14%
+2,966
147
$208K 0.14%
987
148
$207K 0.14%
840
149
$206K 0.14%
10,252
-85
150
$204K 0.14%
24,297
+39
3 4 5
6
7