SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+6.63%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$112M
AUM Growth
+$5.94M
(+5.6%)
Cap. Flow
-$460K
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
31.8%
Holding
168
New
14
Increased
29
Reduced
96
Closed
6
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$746K |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$615K |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$497K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$432K |
| 5 |
Truist Financial
TFC
|
+$414K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$664K |
| 2 |
Valley National Bancorp
VLY
|
+$426K |
| 3 |
Microsoft
MSFT
|
+$352K |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$323K |
| 5 |
Danaher
DHR
|
+$238K |
Sector Composition
| 1 | Technology | 8.54% |
| 2 | Consumer Staples | 6.47% |
| 3 | Industrials | 5.78% |
| 4 | Communication Services | 5.33% |
| 5 | Consumer Discretionary | 4.82% |
