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
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.14%
2,809
152
$203K 0.14%
24,794
153
$201K 0.13%
3,243
-22
154
$147K 0.1%
27,596
-1,320
155
$126K 0.08%
12,428
156
$115K 0.08%
15,000
157
$112K 0.08%
11,359
-134
158
$109K 0.07%
14,590
-200
159
$107K 0.07%
10,832
-2,475
160
$86.8K 0.06%
15,000
161
$47.7K 0.03%
19,555
-123
162
– –
-6,307
163
– –
-549
164
– –
-5,000
165
– –
-587
166
– –
-954
167
– –
-2,722
168
– –
-1,219
169
– –
-7,259
170
– –
-3,297
3 4 5 6
7