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
$152M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$737K
3
+$513K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$487K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$413K

Top Sells

1
+$689K
2
+$480K
3
+$309K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$224K
5
V icon
Visa
V
+$221K

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 6.3%
3 Industrials 5.72%
4 Consumer Staples 5.63%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.92%
6,247
+100
27
$1.36M 0.9%
13,573
-54
28
$1.31M 0.86%
9,800
-750
29
$1.27M 0.84%
37,367
+100
30
$1.25M 0.83%
44,450
+1,244
31
$1.23M 0.81%
22,553
+3,416
32
$1.23M 0.81%
12,504
-907
33
$1.22M 0.8%
5,013
+279
34
$1.16M 0.76%
7,058
+364
35
$1.12M 0.74%
34,665
-621
36
$1.11M 0.73%
17,768
+769
37
$1.06M 0.7%
14,038
+280
38
$1.06M 0.7%
13,448
+645
39
$1.02M 0.67%
10,461
-83
40
$1.01M 0.67%
6,655
+121
41
$991K 0.65%
15,481
-267
42
$969K 0.64%
18,380
+185
43
$966K 0.64%
6,567
+1,360
44
$962K 0.63%
9,578
+22
45
$908K 0.6%
15,619
+91
46
$869K 0.57%
7,249
47
$846K 0.56%
27,596
-75
48
$831K 0.55%
26,149
49
$800K 0.53%
14,999
+537
50
$787K 0.52%
18,172
-4,187
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