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
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.09M
3
+$1.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.68M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.49%
2 Consumer Staples 7.38%
3 Industrials 6.91%
4 Communication Services 5.4%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 1.02%
+20,992
27
$813K 1.01%
+4,130
28
$812K 1.01%
+15,420
29
$803K 1%
+17,396
30
$800K 0.99%
+10,770
31
$783K 0.97%
+7,286
32
$774K 0.96%
+13,629
33
$709K 0.88%
+9,931
34
$697K 0.87%
+23,721
35
$666K 0.83%
+12,885
36
$654K 0.81%
+23,580
37
$642K 0.8%
+132,680
38
$629K 0.78%
+6,506
39
$625K 0.78%
+7,668
40
$620K 0.77%
+22,189
41
$581K 0.72%
+12,075
42
$557K 0.69%
+11,633
43
$544K 0.68%
+4,770
44
$539K 0.67%
+4,863
45
$532K 0.66%
+10,056
46
$518K 0.64%
+7,769
47
$511K 0.63%
+7,273
48
$509K 0.63%
+22,783
49
$494K 0.61%
+3,947
50
$494K 0.61%
+46,440
1
2
3 4 5