SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+10.29%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$163M
AUM Growth
+$15.6M
(+11%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
169
New
11
Increased
40
Reduced
83
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$574K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$440K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$416K |
| 4 |
Jabil
JBL
|
$280K |
| 5 |
GE Vernova
GEV
|
$264K |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$285K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$164K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$99.6K |
| 4 |
Sony
SONY
|
$88.5K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$84K |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Consumer Staples | 6.17% |
| 3 | Consumer Discretionary | 5.07% |
| 4 | Industrials | 4.7% |
| 5 | Healthcare | 4.1% |
