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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$878K
3
+$778K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$674K
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$525K

Top Sells

1
+$1.24M
2
+$829K
3
+$375K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$256K
5
BAX icon
Baxter International
BAX
+$214K

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 6.36%
3 Communication Services 5.68%
4 Industrials 5.38%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$235K 0.14%
+6,051
177
$230K 0.14%
6,321
178
$230K 0.14%
4,421
179
$226K 0.14%
2,631
180
$225K 0.14%
1,135
181
$225K 0.14%
+1,540
182
$221K 0.13%
1,745
-283
183
$219K 0.13%
600
+3
184
$216K 0.13%
32,967
185
$215K 0.13%
1,299
-80
186
$213K 0.13%
5,263
-650
187
$211K 0.13%
+5,695
188
$211K 0.13%
+535
189
$209K 0.13%
+12,505
190
$209K 0.13%
4,165
-519
191
$209K 0.13%
2,686
-27
192
$208K 0.13%
4,190
+110
193
$206K 0.12%
+672
194
$205K 0.12%
6,798
195
$204K 0.12%
14,428
196
$203K 0.12%
+531
197
$201K 0.12%
1,389
-188
198
$189K 0.11%
14,032
199
$178K 0.11%
17,475
+1,015
200
$145K 0.09%
4,093
+51
5 6 7
8
9