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
$167M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$486K
3
+$456K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K
5
PEP icon
PepsiCo
PEP
+$317K

Top Sells

1
+$250K
2
+$248K
3
+$225K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$219K
5
HPQ icon
HP
HPQ
+$205K

Sector Composition

1 Technology 12%
2 Consumer Discretionary 6.49%
3 Communication Services 5.74%
4 Consumer Staples 5.4%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.9%
10,731
-5
27
$1.4M 0.84%
5,817
+84
28
$1.4M 0.84%
37,358
+10
29
$1.38M 0.82%
13,418
-65
30
$1.35M 0.81%
13,515
-55
31
$1.33M 0.8%
5,118
+8
32
$1.32M 0.79%
20,846
+1,868
33
$1.3M 0.78%
10,117
+505
34
$1.24M 0.74%
12,683
+186
35
$1.24M 0.74%
43,540
-848
36
$1.16M 0.69%
34,632
-95
37
$1.14M 0.68%
7,084
+21
38
$1.14M 0.68%
14,470
+1
39
$1.13M 0.67%
9,565
+2,316
40
$1.12M 0.67%
6,865
+72
41
$1.08M 0.64%
10,601
-175
42
$990K 0.59%
19,460
-393
43
$968K 0.58%
6,302
-280
44
$960K 0.57%
18,305
-75
45
$927K 0.55%
17,390
+1,870
46
$921K 0.55%
17,061
+390
47
$884K 0.53%
5,877
+2,106
48
$878K 0.52%
24,150
+100
49
$867K 0.52%
8,146
+6
50
$843K 0.5%
27,506
-90
1
2
3 4 5