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
$149M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$565K
3
+$422K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$317K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$294K

Top Sells

1
+$314K
2
+$265K
3
+$228K
4
CAT icon
Caterpillar
CAT
+$215K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$212K

Sector Composition

1 Technology 17.34%
2 Consumer Staples 6.52%
3 Consumer Discretionary 5.63%
4 Healthcare 4.45%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.5M 5.69%
14,499
-84
2
$8.36M 5.59%
62,253
-1,134
3
$5.8M 3.88%
9,857
+539
4
$5.31M 3.55%
12,606
-48
5
$5.17M 3.46%
20,659
-1,252
6
$4.97M 3.32%
218,809
+2,032
7
$4.94M 3.31%
17,062
+1,948
8
$4.89M 3.27%
203,314
-8,250
9
$4.71M 3.15%
52,136
-275
10
$4.12M 2.76%
53,360
+9,764
11
$3.82M 2.56%
16,447
-95
12
$2.79M 1.87%
47,931
+4,091
13
$2.76M 1.84%
7,089
14
$2.64M 1.76%
12,016
+20
15
$2.55M 1.71%
25,449
+4,206
16
$2.12M 1.42%
19,707
17
$2.12M 1.42%
100,076
+101
18
$1.95M 1.3%
10,282
-769
19
$1.92M 1.28%
19,199
+2,397
20
$1.89M 1.27%
81,655
+4,540
21
$1.78M 1.19%
9,344
-630
22
$1.78M 1.19%
7,870
-5
23
$1.63M 1.09%
9,697
-45
24
$1.59M 1.06%
15,786
+413
25
$1.54M 1.03%
31,802
+48
1
2 3 4 5