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
$159M
AUM Growth
+$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$749K
3 +$484K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$462K
5
CRM icon
Salesforce
CRM
+$239K

Top Sells

1 +$969K
2 +$608K
3 +$562K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$487K
5
NVDA icon
NVIDIA
NVDA
+$328K

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
-2,463
202
-3,163