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
$147M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$326K
3
+$308K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$238K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K

Top Sells

1
+$232K
2
+$210K
3
+$207K
4
INTC icon
Intel
INTC
+$206K
5
CP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.17%
548
-20
127
$248K 0.17%
5,410
-20
128
$245K 0.17%
2,862
+4
129
$242K 0.16%
443
130
$237K 0.16%
5,111
+70
131
$235K 0.16%
784
132
$233K 0.16%
1,304
-5
133
$233K 0.16%
4,792
+22
134
$231K 0.16%
3,228
+15
135
$230K 0.16%
2,096
-200
136
$229K 0.16%
4,555
-151
137
$227K 0.15%
3,824
+104
138
$227K 0.15%
1,622
+15
139
$224K 0.15%
10,111
140
$224K 0.15%
26,476
141
$222K 0.15%
2,110
142
$220K 0.15%
5,961
-5
143
$220K 0.15%
3,245
+2
144
$216K 0.15%
351
-7
145
$211K 0.14%
+2,581
146
$211K 0.14%
2,967
+1
147
$207K 0.14%
987
148
$204K 0.14%
24,351
+54
149
$202K 0.14%
24,794
150
$200K 0.14%
1,819
-45
3 4 5
6
7