SP
Successful Portfolios Portfolio holdings
AUM
$163M
1-Year Return
15.96%
This Quarter Return
+7.12%
1 Year Return
+15.96%
3 Year Return
+69.56%
5 Year Return
+108.65%
10 Year Return
–
AUM
$159M
AUM Growth
+$5.95M
(+3.9%)
Cap. Flow
-$2.09M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
33.66%
Holding
202
New
12
Increased
39
Reduced
117
Closed
14
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 11.87% |
| 2 | Consumer Staples | 6.15% |
| 3 | Consumer Discretionary | 5.37% |
| 4 | Healthcare | 5.07% |
| 5 | Industrials | 4.68% |