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
$176M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$854K
3
+$672K
4
SHEL icon
Shell
SHEL
+$580K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$525K

Top Sells

1
+$698K
2
+$625K
3
+$553K
4
IXG icon
iShares Global Financials ETF
IXG
+$295K
5
EOG icon
EOG Resources
EOG
+$279K

Sector Composition

1 Technology 12.68%
2 Consumer Staples 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.13%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.16%
1,286
-6
152
$281K 0.16%
1,125
153
$277K 0.16%
+3,240
154
$276K 0.16%
2,068
+101
155
$273K 0.16%
4,705
-1,386
156
$273K 0.16%
6,108
157
$268K 0.15%
12,150
158
$267K 0.15%
5,006
-54
159
$265K 0.15%
5,669
160
$265K 0.15%
2,706
161
$264K 0.15%
1,242
-100
162
$263K 0.15%
3,791
-16
163
$263K 0.15%
3,312
164
$261K 0.15%
3,163
-116
165
$258K 0.15%
1,132
166
$247K 0.14%
4,339
+47
167
$246K 0.14%
501
-31
168
$245K 0.14%
120
-1
169
$244K 0.14%
1,453
-63
170
$244K 0.14%
+1,061
171
$242K 0.14%
6,669
172
$235K 0.13%
6,592
+140
173
$233K 0.13%
4,070
174
$231K 0.13%
7,864
-96
175
$230K 0.13%
1,085
+139
5 6
7
8 9