SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+0.73%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$149M
AUM Growth
+$1.65M
(+1.1%)
Cap. Flow
+$1.88M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
37.99%
Holding
170
New
7
Increased
53
Reduced
65
Closed
9
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$754K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$565K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$422K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$317K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$294K |
Top Sells
| 1 |
Apple
AAPL
|
$314K |
| 2 |
Danaher
DHR
|
$265K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$228K |
| 4 |
Caterpillar
CAT
|
$215K |
| 5 |
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% |
