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
$148M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$306K
3
+$274K
4
GLW icon
Corning
GLW
+$245K
5
LOW icon
Lowe's Companies
LOW
+$228K

Top Sells

1
+$2.66M
2
+$290K
3
+$270K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$262K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$237K

Sector Composition

1 Technology 17.63%
2 Consumer Staples 6.61%
3 Consumer Discretionary 5.64%
4 Healthcare 5.11%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.37M 5.66%
14,583
-4,634
2
$7.7M 5.21%
63,387
-305
3
$5.45M 3.68%
12,654
-303
4
$5.37M 3.64%
9,318
+226
5
$5.18M 3.51%
211,564
+2,624
6
$5.11M 3.45%
21,911
-642
7
$4.81M 3.25%
216,777
+1,221
8
$4.28M 2.9%
15,114
+771
9
$4.23M 2.86%
52,411
-1,125
10
$3.73M 2.53%
16,542
-35
11
$3.43M 2.32%
43,596
+3,893
12
$2.87M 1.94%
7,089
+4
13
$2.59M 1.75%
43,840
-1,846
14
$2.27M 1.54%
19,707
-76
15
$2.24M 1.51%
11,996
-2
16
$2.14M 1.45%
21,243
+5,033
17
$1.93M 1.31%
99,975
-15,000
18
$1.83M 1.24%
11,051
-640
19
$1.74M 1.18%
77,115
+1,932
20
$1.69M 1.14%
9,742
-134
21
$1.69M 1.14%
16,802
+1,842
22
$1.67M 1.13%
9,974
-793
23
$1.63M 1.1%
7,875
+1
24
$1.59M 1.08%
9,708
-138
25
$1.56M 1.05%
15,373
-893
1
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