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
$134M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$458K
3
+$455K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$383K

Top Sells

1
+$956K
2
+$254K
3
+$228K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$223K
5
NVDA icon
NVIDIA
NVDA
+$176K

Sector Composition

1 Technology 17.41%
2 Consumer Discretionary 5.57%
3 Industrials 5.55%
4 Consumer Staples 5.45%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.02%
13,780
+1,540
27
$1.33M 0.99%
11,678
-86
28
$1.33M 0.99%
70,734
+1,173
29
$1.22M 0.91%
32,419
-205
30
$1.19M 0.89%
47,958
+8,048
31
$1.18M 0.88%
7,598
+385
32
$1.15M 0.86%
19,798
+2,889
33
$1.09M 0.82%
18,522
+110
34
$967K 0.72%
9,648
+3,017
35
$933K 0.7%
9,334
+317
36
$896K 0.67%
5,256
+2
37
$880K 0.66%
5,614
+249
38
$866K 0.65%
7,868
-41
39
$820K 0.61%
7,971
+1,010
40
$814K 0.61%
9,020
+637
41
$812K 0.61%
43,934
-628
42
$799K 0.6%
7,327
+200
43
$763K 0.57%
1,309
+95
44
$762K 0.57%
9,058
+4,546
45
$755K 0.56%
12,427
-66
46
$734K 0.55%
4,319
-88
47
$733K 0.55%
4,899
+850
48
$730K 0.55%
4,897
+671
49
$667K 0.5%
6,724
+385
50
$666K 0.5%
9,492
+610
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2
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