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
$153M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$728K
3
+$592K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$560K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$504K

Top Sells

1
+$1.29M
2
+$373K
3
+$353K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$344K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$310K

Sector Composition

1 Technology 9.59%
2 Consumer Staples 6.33%
3 Healthcare 5.86%
4 Industrials 5.15%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.16%
6,441
152
$247K 0.16%
+1,189
153
$245K 0.16%
3,148
-26
154
$244K 0.16%
916
155
$239K 0.16%
3,764
-3
156
$238K 0.16%
1,403
157
$237K 0.15%
3,617
-482
158
$236K 0.15%
3,163
159
$236K 0.15%
5,000
160
$230K 0.15%
990
-41
161
$226K 0.15%
+2,516
162
$225K 0.15%
+1,666
163
$223K 0.15%
+5,975
164
$223K 0.15%
+7,785
165
$216K 0.14%
1,489
-94
166
$214K 0.14%
+1,527
167
$212K 0.14%
+1,511
168
$212K 0.14%
611
-308
169
$212K 0.14%
+4,061
170
$212K 0.14%
2,463
-10
171
$211K 0.14%
+434
172
$208K 0.14%
+1,563
173
$208K 0.14%
3,212
-100
174
$207K 0.14%
+1,461
175
$207K 0.14%
17,780
-243
4 5 6
7
8