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
$176M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$854K
3
+$672K
4
SHEL icon
Shell
SHEL
+$580K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$525K

Top Sells

1
+$698K
2
+$625K
3
+$553K
4
IXG icon
iShares Global Financials ETF
IXG
+$295K
5
EOG icon
EOG Resources
EOG
+$279K

Sector Composition

1 Technology 12.68%
2 Consumer Staples 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.13%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.13%
4,870
+380
177
$229K 0.13%
6,200
-125
178
$227K 0.13%
5,729
-270
179
$226K 0.13%
2,537
-399
180
$225K 0.13%
+2,160
181
$221K 0.13%
1,640
182
$219K 0.12%
2,686
183
$218K 0.12%
93
184
$218K 0.12%
1,800
-204
185
$217K 0.12%
523
-5
186
$216K 0.12%
6,441
187
$216K 0.12%
21,898
-30
188
$212K 0.12%
1,527
+10
189
$212K 0.12%
4,421
190
$211K 0.12%
1,383
+55
191
$210K 0.12%
1,163
-50
192
$205K 0.12%
+2,932
193
$202K 0.12%
872
+25
194
$190K 0.11%
32,967
195
$185K 0.11%
6,564
+2,426
196
$172K 0.1%
12,505
197
$168K 0.1%
14,428
198
$165K 0.09%
11,400
-200
199
$159K 0.09%
14,032
200
$155K 0.09%
16,122
+17
5 6 7
8
9