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
$149M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$612K
3
+$510K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$486K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$469K

Top Sells

1
+$1.73M
2
+$472K
3
+$437K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$368K
5
IYE icon
iShares US Energy ETF
IYE
+$347K

Sector Composition

1 Technology 10.48%
2 Consumer Staples 6.11%
3 Healthcare 5.81%
4 Consumer Discretionary 5.11%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.17%
1,059
-2
152
$240K 0.16%
1,423
+260
153
$237K 0.16%
1,126
-6
154
$233K 0.16%
12,150
155
$231K 0.16%
8,139
+275
156
$231K 0.16%
6,098
-10
157
$227K 0.15%
2,683
-3
158
$225K 0.15%
6,953
-6,112
159
$221K 0.15%
6,441
160
$221K 0.15%
3,163
161
$218K 0.15%
4,740
-266
162
$217K 0.15%
3,312
163
$216K 0.15%
5,505
-164
164
$216K 0.15%
448
-53
165
$216K 0.15%
6,585
-84
166
$215K 0.14%
1,527
167
$215K 0.14%
2,706
168
$213K 0.14%
5,000
169
$213K 0.14%
7,784
170
$211K 0.14%
932
+60
171
$210K 0.14%
4,435
-435
172
$203K 0.14%
4,421
173
$201K 0.14%
18,062
-888
174
$188K 0.13%
14,355
+5,610
175
$170K 0.11%
14,428
5 6
7
8 9