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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$749K
3
+$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1
+$969K
2
+$608K
3
+$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.16%
6,475
-474
152
$246K 0.15%
4,098
-975
153
$245K 0.15%
3,216
-845
154
$245K 0.15%
7,585
-200
155
$245K 0.15%
2,813
-293
156
$245K 0.15%
1,099
-5
157
$241K 0.15%
6,426
-15
158
$240K 0.15%
1,309
-94
159
$239K 0.15%
+1,197
160
$237K 0.15%
+7,483
161
$235K 0.15%
1,040
+50
162
$229K 0.14%
2,370
-301
163
$229K 0.14%
2,509
-7
164
$226K 0.14%
1,427
-100
165
$223K 0.14%
1,666
166
$221K 0.14%
1,573
+10
167
$220K 0.14%
27,615
-14
168
$217K 0.14%
17,188
-592
169
$216K 0.14%
+2,062
170
$212K 0.13%
+6,000
171
$211K 0.13%
+1,019
172
$211K 0.13%
+924
173
$206K 0.13%
5,965
-10
174
$206K 0.13%
+5,440
175
$206K 0.13%
+1,680
5 6
7
8 9