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SP
Successful Portfolios Portfolio holdings
AUM
$181M
1-Year Est. Return
24.6%
This Fund
S&P 500
1 Year Est. Return
+24.6%
AUM
$149M
AUM Growth
-$27M
(-15%)
Holding
213
Top Buys
| 1 | +$1.63M | |
| 2 | +$667K | |
| 3 | +$545K | |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$536K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$473K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$476K | |
| 3 | +$437K | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$368K |
| 5 |
iShares US Energy ETF
IYE
|
+$347K |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Consumer Staples | 6.11% |
| 3 | Healthcare | 5.81% |
| 4 | Consumer Discretionary | 5.11% |
| 5 | Industrials | 4.77% |