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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.14%
1,219
152
$205K 0.14%
+6,307
153
$203K 0.14%
+587
154
$203K 0.14%
5,000
155
$202K 0.14%
+2,406
156
$168K 0.11%
28,916
-945
157
$139K 0.09%
13,307
158
$135K 0.09%
12,428
159
$124K 0.08%
15,000
160
$121K 0.08%
11,493
-210
161
$112K 0.08%
14,790
162
$78.3K 0.05%
15,000
163
$60.6K 0.04%
19,678
-886
164
– –
-1,106
165
– –
-384
166
– –
-2,540
167
– –
-2,266
168
– –
-3,640
169
– –
-383
3 4 5 6
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