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
$113M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$845K
3
+$668K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$517K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$342K

Top Sells

1
+$577K
2
+$243K
3
+$237K
4
CLX icon
Clorox
CLX
+$227K
5
ISRG icon
Intuitive Surgical
ISRG
+$223K

Sector Composition

1 Technology 15.27%
2 Consumer Staples 6.12%
3 Healthcare 5.53%
4 Industrials 5.35%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.96%
32,624
+229
27
$1.08M 0.95%
7,213
+11
28
$1.07M 0.95%
14,296
+11,242
29
$1.06M 0.94%
9,017
-6
30
$1.03M 0.91%
18,412
+61
31
$1.02M 0.9%
9,878
+91
32
$957K 0.85%
39,910
-98
33
$905K 0.8%
16,909
+2,181
34
$836K 0.74%
5,365
-28
35
$816K 0.72%
5,254
+20
36
$766K 0.68%
7,909
-60
37
$757K 0.67%
44,562
-2,292
38
$747K 0.66%
4,407
-25
39
$734K 0.65%
7,127
+14
40
$731K 0.65%
25,441
-350
41
$716K 0.63%
12,493
-31
42
$713K 0.63%
4,226
+53
43
$679K 0.6%
8,383
+8
44
$668K 0.59%
+6,631
45
$652K 0.58%
1,214
+5
46
$649K 0.57%
6,961
-111
47
$596K 0.53%
6,339
+1,885
48
$580K 0.51%
8,310
-40
49
$578K 0.51%
1,147
+10
50
$577K 0.51%
4,814
-73
1
2
3 4 5