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
$106M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$865K
3
+$846K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$604K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$572K

Top Sells

1
+$232K
2
+$212K
3
+$208K
4
LUMN icon
Lumen
LUMN
+$120K
5
VLY icon
Valley National Bancorp
VLY
+$119K

Sector Composition

1 Technology 7.55%
2 Consumer Staples 6.76%
3 Industrials 5.87%
4 Communication Services 5.53%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.98%
38,091
+581
27
$1.03M 0.97%
86,892
+2,022
28
$1.02M 0.96%
13,103
-67
29
$1.01M 0.95%
16,580
+520
30
$959K 0.9%
17,616
+172
31
$952K 0.89%
15,774
+1,091
32
$923K 0.87%
17,912
+2,134
33
$885K 0.83%
6,840
+397
34
$873K 0.82%
11,673
+130
35
$860K 0.81%
17,532
+833
36
$812K 0.76%
13,944
+940
37
$802K 0.75%
26,715
-640
38
$770K 0.72%
14,899
+1,021
39
$713K 0.67%
6,245
+500
40
$704K 0.66%
22,879
-549
41
$695K 0.65%
24,322
+830
42
$693K 0.65%
29,283
43
$657K 0.62%
5,809
+572
44
$638K 0.6%
5,419
+380
45
$637K 0.6%
7,934
+656
46
$619K 0.58%
7,400
+141
47
$607K 0.57%
9,830
+1,428
48
$606K 0.57%
4,410
+255
49
$594K 0.56%
11,903
-115
50
$594K 0.56%
5,736
+997
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2
3 4 5