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
$139M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$563K
3
+$441K
4
SNAP icon
Snap
SNAP
+$313K
5
TSLA icon
Tesla
TSLA
+$298K

Top Sells

1
+$270K
2
+$238K
3
+$211K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$157K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$109K

Sector Composition

1 Technology 11.1%
2 Consumer Discretionary 6.2%
3 Consumer Staples 5.98%
4 Industrials 5.54%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.95%
6,147
+264
27
$1.26M 0.9%
43,206
+642
28
$1.19M 0.85%
13,411
-55
29
$1.17M 0.84%
12,803
+221
30
$1.11M 0.8%
4,734
+55
31
$1.1M 0.79%
37,267
-583
32
$1.06M 0.76%
13,758
-790
33
$1.06M 0.76%
19,137
+4,849
34
$1.05M 0.76%
6,694
-178
35
$1.04M 0.75%
35,286
-428
36
$1.02M 0.73%
16,999
-116
37
$998K 0.72%
18,195
+215
38
$976K 0.7%
10,544
+527
39
$964K 0.69%
9,556
-683
40
$939K 0.67%
22,359
+6,003
41
$912K 0.65%
15,528
+12
42
$910K 0.65%
10,550
-31
43
$850K 0.61%
27,671
44
$830K 0.6%
6,534
-194
45
$803K 0.58%
6,798
+79
46
$802K 0.58%
28,618
+2,804
47
$801K 0.57%
26,149
-290
48
$794K 0.57%
7,249
-141
49
$785K 0.56%
15,748
-1,121
50
$782K 0.56%
+14,462
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