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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.17%
11,130
+117
152
$280K 0.17%
2,542
-35
153
$277K 0.17%
35,045
+1,943
154
$269K 0.16%
7,903
155
$266K 0.16%
+9,159
156
$265K 0.16%
2,107
157
$262K 0.16%
1,457
+5
158
$261K 0.16%
+3,133
159
$260K 0.16%
3,996
160
$260K 0.16%
2,706
161
$260K 0.16%
1,859
162
$258K 0.16%
6,300
163
$256K 0.16%
14,930
-500
164
$253K 0.15%
21,928
165
$253K 0.15%
1,640
-30
166
$252K 0.15%
6,289
-2,675
167
$250K 0.15%
837
168
$245K 0.15%
4,133
+15
169
$245K 0.15%
4,600
-124
170
$244K 0.15%
+1,063
171
$242K 0.15%
3,452
172
$242K 0.15%
4,400
173
$241K 0.15%
3,722
+61
174
$237K 0.14%
8,965
+1
175
$236K 0.14%
1,862
-30
5 6
7
8 9