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
1
$10.7M 6.73%
26,184
-277
2
$8.58M 5.38%
351,578
-23,042
3
$7.53M 4.73%
472,173
-10,236
4
$4.93M 3.09%
29,866
-979
5
$4.72M 2.96%
16,372
-497
6
$4.35M 2.73%
94,296
+37,382
7
$4.05M 2.54%
251,244
+12,867
8
$3.3M 2.07%
8,017
-464
9
$2.77M 1.74%
18,338
-238
10
$2.67M 1.68%
13,101
+1,160
11
$2.58M 1.62%
92,910
-11,810
12
$2.41M 1.51%
50,410
-20,264
13
$2.38M 1.49%
8,049
+55
14
$2.17M 1.36%
37,097
+2,546
15
$2.16M 1.36%
43,998
-504
16
$1.92M 1.21%
19,904
-175
17
$1.81M 1.14%
17,551
-784
18
$1.77M 1.11%
17,031
-686
19
$1.75M 1.1%
37,543
+10,403
20
$1.61M 1.01%
8,441
-1
21
$1.59M 1%
5,680
-182
22
$1.57M 0.99%
10,577
-112
23
$1.46M 0.92%
15,899
+2,565
24
$1.45M 0.91%
83,262
-1,860
25
$1.39M 0.87%
14,203
-886
1
2 3 4 5