SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
-0.4%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$167M
AUM Growth
+$2.48M
(+1.5%)
Cap. Flow
+$3.7M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
209
New
5
Increased
85
Reduced
73
Closed
4
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$995K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$486K |
| 3 |
Public Storage
PSA
|
$456K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$350K |
| 5 |
PepsiCo
PEP
|
$317K |
Top Sells
| 1 |
FedEx
FDX
|
$250K |
| 2 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$248K |
| 3 |
Shopify
SHOP
|
$225K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$219K |
| 5 |
HP
HPQ
|
$205K |
Sector Composition
| 1 | Technology | 12% |
| 2 | Consumer Discretionary | 6.49% |
| 3 | Communication Services | 5.74% |
| 4 | Consumer Staples | 5.4% |
| 5 | Industrials | 4.94% |
