SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
-0.99%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$147M
AUM Growth
-$2.43M
(-1.6%)
Cap. Flow
+$577K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
36.39%
Holding
163
New
2
Increased
56
Reduced
56
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$546K |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$326K |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$308K |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$238K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$211K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$232K |
| 2 |
Clorox
CLX
|
+$210K |
| 3 |
Lowe's Companies
LOW
|
+$207K |
| 4 |
Intel
INTC
|
+$206K |
| 5 |
Canadian Pacific Kansas City
CP
|
+$203K |
Sector Composition
| 1 | Technology | 15.6% |
| 2 | Consumer Staples | 6.61% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Healthcare | 4.93% |
| 5 | Industrials | 4.49% |
