SP

Successful Portfolios Portfolio holdings

AUM $196M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$753K
3 +$483K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
UBER icon
Uber
UBER
+$237K

Top Sells

1 +$954K
2 +$608K
3 +$558K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$481K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$275K

Sector Composition

1 Technology 11.87%
2 Consumer Staples 6.15%
3 Consumer Discretionary 5.37%
4 Healthcare 5.07%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,790
202
-81,304