SP

Successful Portfolios Portfolio holdings

AUM $181M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$595K
3
+$417K
4
HD icon
Home Depot
HD
+$413K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$393K

Top Sells

1
+$1.8M
2
+$872K
3
+$594K
4
AMAT icon
Applied Materials
AMAT
+$548K
5
ABBV icon
AbbVie
ABBV
+$434K

Sector Composition

1 Technology 14.26%
2 Consumer Staples 5.92%
3 Consumer Discretionary 4.62%
4 Industrials 4.32%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR icon
26
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$1.72M 0.95%
68,910
-573
AMD icon
27
Advanced Micro Devices
AMD
$842B
$1.64M 0.9%
8,269
-125
VXF icon
28
Vanguard Extended Market ETF
VXF
$29.7B
$1.63M 0.9%
7,974
+928
STIP icon
29
iShares 0-5 Year TIPS Bond ETF
STIP
$15.5B
$1.63M 0.9%
15,729
-130
MU icon
30
Micron Technology
MU
$1.1T
$1.59M 0.87%
4,902
-24
XLF icon
31
State Street Financial Select Sector SPDR ETF
XLF
$49.8B
$1.54M 0.85%
31,578
+2
VT icon
32
Vanguard Total World Stock ETF
VT
$75.1B
$1.51M 0.83%
11,087
-228
BIV icon
33
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$1.49M 0.82%
19,275
+7,638
HON icon
34
Honeywell
HON
$151B
$1.41M 0.78%
6,291
-2,600
RTX icon
35
RTX Corp
RTX
$242B
$1.36M 0.75%
7,241
+11
IBKR icon
36
Interactive Brokers
IBKR
$38.7B
$1.32M 0.73%
20,202
-98
XOM icon
37
Exxon Mobil
XOM
$602B
$1.24M 0.68%
7,252
-2,057
SCHF icon
38
Schwab International Equity ETF
SCHF
$66.3B
$1.23M 0.68%
49,890
+4,543
SPTS icon
39
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.9B
$1.21M 0.67%
41,412
+2
PG icon
40
Procter & Gamble
PG
$334B
$1.2M 0.66%
8,285
-1,652
LLY icon
41
Eli Lilly
LLY
$985B
$1.19M 0.66%
1,323
VTIP icon
42
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
$1.16M 0.64%
23,191
+711
NEE icon
43
NextEra Energy
NEE
$181B
$1.07M 0.59%
11,558
-1,646
ABBV icon
44
AbbVie
ABBV
$385B
$1.06M 0.59%
4,972
-1,957
MCD icon
45
McDonald's
MCD
$198B
$1.05M 0.58%
3,403
-1,027
JNJ icon
46
Johnson & Johnson
JNJ
$542B
$1.04M 0.57%
4,259
-807
GLD icon
47
SPDR Gold Trust
GLD
$151B
$1.02M 0.56%
2,394
+100
KO icon
48
Coca-Cola
KO
$340B
$1M 0.55%
13,158
-3,782
CVX icon
49
Chevron
CVX
$363B
$977K 0.54%
4,674
-111
JPM icon
50
JPMorgan Chase
JPM
$802B
$884K 0.49%
3,043
-46
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